Seasonal Tax Pro: Expert Returns & Client Guidance

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

Job summary

H&R Block, Inc. is seeking a Seasonal Experienced Tax Professional to prepare accurate tax returns for clients with diverse tax situations. You will conduct client interviews, provide personalized recommendations, and identify tax savings opportunities, supported by training and technology.

This in-person role at a local H&R Block tax office emphasizes building lasting client relationships with empathetic, consultative service and compliance with IRS/state requirements.

Qualifications

• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping
• Experience in client-facing, consultative, or advisory roles
• Strong verbal and written communication; ability to translate tax concepts for clients
• Must complete continuing education and meet IRS and state requirements
• High school diploma or equivalent required

Responsibilities

• Prepare complete, accurate tax returns for individuals and business clients
• Conduct client interviews to understand financial situations and tax implications
• Provide personalized recommendations and identify tax savings opportunities
• Offer IRS support, notices, and audit guidance as needed
• Collaborate with team to maintain a positive, client-focused office environment

Skills

Client-facing communication

Tax concepts explained clearly

Interviewing clients

IRS/state requirements

Education

High school diploma / GED

Bachelor’s in accounting/finance (preferred)

Tools

GoSystem Tax

Ultratax

Job description

H&R Block, Inc. is seeking a Seasonal Experienced Tax Professional to prepare accurate tax returns for clients with diverse tax situations. You will conduct client interviews, provide personalized recommendations, and identify tax savings opportunities, supported by training and technology.

This in-person role at a local H&R Block tax office emphasizes building lasting client relationships with empathetic, consultative service and compliance with IRS/state requirements.