Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block; Sarasota (FL); On-site; USD 30,000 - 47,000; Full time

Job summary

H&R Block in Florida is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations with confidence. You will prepare accurate returns, uncover savings opportunities, and build lasting client relationships with the support of industry-leading training and technology.

This in-person role at a local tax office emphasizes client-focused service, interview-driven analyses, and collaboration with a team to deliver empathetic guidance and timely IRS support as

Qualifications

• Successful completion of the HR Block Tax Knowledge Assessment
• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping, including preparing individual and business returns
• Experience in a client facing, consultative, or advisory role
• Strong verbal and written communication skills, including the ability to explain tax concepts in client-friendly language
• Must complete continuing education and meet all other IRS and applicable state requirements
• High school diploma / GED / equivalent required

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse and complex tax situations, including individual and business returns
• Conduct in-depth client interviews to understand financial situations, life changes, and tax implications - then provide clear, personalized recommendations
• Build trusted client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and relevant HR Block products
• Provide IRS support, tax notice assistance, and audit guidance to clients as needed.
• Collaborate with team members, share knowledge, and contribute to a positive, client-focused office environment

Skills

Tax preparation

Client facing

Communication

IRS/State requirements

Education

High school diploma or equivalent

Bachelor’s degree in accounting or related field

CPA or Enrolled Agent (EA)

Tools

GoSystem

UltraTax

Job description

H&R Block in Florida is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations with confidence. You will prepare accurate returns, uncover savings opportunities, and build lasting client relationships with the support of industry-leading training and technology.

This in-person role at a local tax office emphasizes client-focused service, interview-driven analyses, and collaboration with a team to deliver empathetic guidance and timely IRS support as