Seasonal Tax Pro — Expert Returns, Trusted Client Advisor

H&R Block, Inc.; Lake Wales (FL); On-site; USD 42,000 - 64,000; Part time

Job summary

H&R Block, Inc. is seeking a Seasonal Experienced Tax Professional to prepare accurate tax returns and advise clients in Lake Wales, FL. This in-person role focuses on complex scenarios, client interviews, and delivering personalized recommendations.

You will build lasting relationships, identify savings opportunities, and support clients with IRS notices and audits as needed, supported by strong training and a performance-based incentive plan.

Qualifications

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

Communication skills

Client-facing experience

IRS requirements awareness

Education

High school diploma or equivalent

Bachelor's degree (accounting/finance)

CPA or Enrolled Agent (EA)

Tools

GoSystem

Ultratax

AI tools (Copilot/ChatGPT)

Job description

H&R Block, Inc. is seeking a Seasonal Experienced Tax Professional to prepare accurate tax returns and advise clients in Lake Wales, FL. This in-person role focuses on complex scenarios, client interviews, and delivering personalized recommendations.

You will build lasting relationships, identify savings opportunities, and support clients with IRS notices and audits as needed, supported by strong training and a performance-based incentive plan.