Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block, Inc.

Quincy (FL)

On-site

USD 18,000 - 32,000

Part time

14 days+
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Job summary

H&R Block is seeking a Seasonal Experienced Tax Professional to prepare accurate returns for clients with complex tax situations and to build long-lasting client relationships. You will interview clients to understand finances and identify tax savings opportunities, while delivering empathetic, consultative service.

This role offers in-person work at a local H&R Block tax office with training support, and an incentive plan tied to impact and tax expertise growth.

Qualifications

  • HS diploma or equivalent required.
  • 1+ year of tax preparation or related experience including individual and business returns.
  • Experience in a client-facing, consultative, or advisory role.
  • Strong verbal and written communication skills; able to explain tax concepts clearly.
  • Must complete continuing education and meet IRS/state requirements.

Responsibilities

  • Prepare complete, accurate tax returns for clients with diverse and complex situations.
  • Conduct in-depth client interviews to understand finances and tax implications; provide recommendations.
  • Identify tax savings opportunities and promote relevant H&R Block products.
  • Provide IRS support, tax notices, and audit guidance as needed.
  • Collaborate with team to maintain a positive client-focused office environment.

Skills

Client interviewing
Communication
Attention to detail
Client-focused service

Education

High school diploma/GED
Bachelor’s degree in accounting/finance related field

Tools

GoSystem
Ultratax

Job description

H&R Block is seeking a Seasonal Experienced Tax Professional to prepare accurate returns for clients with complex tax situations and to build long-lasting client relationships. You will interview clients to understand finances and identify tax savings opportunities, while delivering empathetic, consultative service.

This role offers in-person work at a local H&R Block tax office with training support, and an incentive plan tied to impact and tax expertise growth.

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