Seasonal Tax Pro: Expert Returns & Savings Tips

H&R Block, Inc.; Arcadia (FL); On-site; USD 30,000 - 47,000; Full time

Job summary

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to assist clients with complex tax situations and prepare accurate returns at a local tax office.

You will interview clients, identify tax savings opportunities, and provide guidance on tax implications while delivering empathetic, consultative service. The role emphasizes building lasting relationships and leveraging Block’s training and technology.

Qualifications

• Knowledge of tax rules and filing standards.
• Ability to interview clients and understand tax situations.
• Clear, client-friendly explanations of tax concepts.
• Must complete continuing education and IRS/state requirements.

Responsibilities

• Prepare complete tax returns for individuals and businesses.
• Interview clients to understand finances and tax implications.
• Identify tax savings opportunities and cross-sell Block products.
• Provide IRS notice support and audit guidance as needed.
• Collaborate with team to maintain a client-focused office.

Skills

Tax knowledge

Client-facing

Communication skills

Continuing education

Education

High school diploma / GED

Bachelor’s degree (preferred)

CPA or Enrolled Agent (preferred)

Tools

GoSystem

UltraTax

AI tools

Job description

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to assist clients with complex tax situations and prepare accurate returns at a local tax office.

You will interview clients, identify tax savings opportunities, and provide guidance on tax implications while delivering empathetic, consultative service. The role emphasizes building lasting relationships and leveraging Block’s training and technology.