Seasonal Tax Specialist & Client Advisor

H&R Block; Live Oak (FL); On-site; USD 25,000 - 39,000; Part time

Job summary

H&R Block in Florida is hiring for a seasonal Experienced Tax Professional to prepare complete and accurate tax returns for individuals and businesses. You will interview clients to understand life changes and tax implications, then provide personalized recommendations and identify tax‑savings opportunities using H&R Block products.

You'll work in person at a local H&R Block office, with industry-leading training, a competitive hourly rate, and an incentive plan based on impact and tax expertise

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment1
• 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
• 5+ years of experience in tax preparation, accounting, finance, bookkeeping
• CPA or Enrolled Agent (EA), or other IRS Circular 230 credential
• Experience completing complex returns, tax planning, audit support, or tax notice resolution
• Familiarity with GoSystem or Ultratax software
• Familiarity with AI-powered tools (e.g., Microsoft Copilot, ChatGPT)
• Experience in a consultative or advisory client relationship role (financial advising, insurance, or professional services)

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

Tax knowledge

Client communication

IRS guidance

Consultative advisory

Education

Bachelor's degree in accounting or related field

CPA or Enrolled Agent (EA) preferred

Tools

GoSystem Ultratax

Job description

H&R Block in Florida is hiring for a seasonal Experienced Tax Professional to prepare complete and accurate tax returns for individuals and businesses. You will interview clients to understand life changes and tax implications, then provide personalized recommendations and identify tax‑savings opportunities using H&R Block products.

You'll work in person at a local H&R Block office, with industry-leading training, a competitive hourly rate, and an incentive plan based on impact and tax expertise