Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block; Wauchula (FL); On-site; USD 45,000 - 65,000; Part time

Job summary

H&R Block in Lakeland, FL is seeking a seasonal Experienced Tax Professional to prepare accurate returns for individuals and businesses, and guide clients through complex tax scenarios with confidence.

You'll conduct in-depth client interviews, offer personalized recommendations, and help clients save money while leveraging H&R Block's training and technology. This in-person role offers competitive pay and growth opportunities.

Qualifications

• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping, including preparing individual and business returns.
• Experience in client-facing, consultative, or advisory roles
• Strong verbal and written communication; explain tax concepts clearly
• Must meet continuing education and IRS/state requirements
• High school diploma or GED 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

Client communication

Advisory experience

Interviewing clients

Education

High school diploma / GED / equivalent

Bachelor's degree in accounting, finance or related field

Tools

GoSystem

Ultratax

AI tools (Copilot, ChatGPT)

Job description

H&R Block in Lakeland, FL is seeking a seasonal Experienced Tax Professional to prepare accurate returns for individuals and businesses, and guide clients through complex tax scenarios with confidence.

You'll conduct in-depth client interviews, offer personalized recommendations, and help clients save money while leveraging H&R Block's training and technology. This in-person role offers competitive pay and growth opportunities.