Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block, Inc.; Vero Beach (FL); On-site; USD 28,000 - 41,000; Full time

Benefits offered by this job

Competitive pay

Incentive plan

Job summary

H&R Block, Inc. is seeking a Seasonal Experienced Tax Professional to prepare accurate tax returns, interview clients, and offer personalized recommendations in a local office.

You’ll help clients navigate complex tax situations with the support of robust training and technology. In this in-person role, you’ll build lasting relationships, identify tax savings opportunities, and collaborate with a team to deliver exceptional service.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment 1
• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping, including preparing individual and business returns
• Experience working 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 H&R 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 communication

IRS knowledge

Explain tax concepts

Education

High school diploma or equivalent

Bachelor’s degree (preferred)

Tools

GoSystem

Ultratax

Job description

H&R Block, Inc. is seeking a Seasonal Experienced Tax Professional to prepare accurate tax returns, interview clients, and offer personalized recommendations in a local office.

You’ll help clients navigate complex tax situations with the support of robust training and technology. In this in-person role, you’ll build lasting relationships, identify tax savings opportunities, and collaborate with a team to deliver exceptional service.