Seasonal Tax Pro: Expert Returns & Client Guidance

H&R Block; Ormond Beach (FL); On-site; USD 25,000 - 39,000; Full time

Job summary

H&R Block in Florida is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations. You'll prepare accurate returns for individuals and businesses, conduct in-depth client interviews, and deliver personalized recommendations, supported by our training and technology.

This in-person role emphasizes client service, tax savings opportunities, and collaboration with a team in a local office.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment.
• Minimum 1 year of experience in tax preparation or related fields.
• Experience in a client-facing, consultative, or advisory role.
• Strong verbal and written communication skills to explain tax concepts clearly.
• Must meet continuing education and IRS/state requirements.
• High school diploma or equivalent required.

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse situations (individuals and businesses).
• Conduct in-depth client interviews to understand finances and life changes, then provide personalized recommendations.
• Build trusted client relationships and identify tax savings opportunities and H&R Block products.
• Provide IRS support, tax notices assistance, and audit guidance as needed.
• Collaborate with team members and contribute to a positive, client-focused office environment.

Skills

Tax Knowledge Assessment

Tax preparation experience

Client-facing experience

Communication skills

Regulatory compliance

High school diploma

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance or related field

Tools

GoSystem

UltrasTax

AI tools (Copilot, ChatGPT)

Job description

H&R Block in Florida is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations. You'll prepare accurate returns for individuals and businesses, conduct in-depth client interviews, and deliver personalized recommendations, supported by our training and technology.

This in-person role emphasizes client service, tax savings opportunities, and collaboration with a team in a local office.