Seasonal Tax Pro: Expert Returns & Client Outcomes

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

Job summary

The Experienced Tax Professional role at H&R Block in Fort Myers is a seasonal position designed for trusted advisors who help clients navigate complex tax situations. You will prepare returns, interview clients, and identify savings opportunities, supported by training and technology.

This in-person role offers a competitive hourly rate and an incentive plan, with opportunities to deepen tax knowledge and build lasting client relationships within a local tax office.

Qualifications

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

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-facing

Consultative role

Explain tax concepts

Education

Bachelor’s degree in accounting/finance (preferred)

CPA or Enrolled Agent (EA) (preferred)

High school diploma / GED

Tools

GoSystem

UltraTax

Job description

The Experienced Tax Professional role at H&R Block in Fort Myers is a seasonal position designed for trusted advisors who help clients navigate complex tax situations. You will prepare returns, interview clients, and identify savings opportunities, supported by training and technology.

This in-person role offers a competitive hourly rate and an incentive plan, with opportunities to deepen tax knowledge and build lasting client relationships within a local tax office.