Seasonal Tax Pro: Trusted Advisor & Prep Expert

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

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations and prepare accurate returns in-person at a local tax office. You will interview clients, identify tax savings opportunities, and provide consultative guidance while collaborating with the team to deliver excellent service.

Requirements include the HR Block Tax Knowledge Assessment, 1+ year of tax/related experience, strong communication, and compliance with IRS/state rules.

Qualifications

• Successful completion of the HR 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
• Bachelor’s degree in accounting, finance or a related field
• CPA or Enrolled Agent (EA), or other IRS Circular 230 credential

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

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations and prepare accurate returns in-person at a local tax office. You will interview clients, identify tax savings opportunities, and provide consultative guidance while collaborating with the team to deliver excellent service.

Requirements include the HR Block Tax Knowledge Assessment, 1+ year of tax/related experience, strong communication, and compliance with IRS/state rules.