Seasonal Tax Advisor — Client-Focused & Rewarding

H&R Block, Inc.; Rohnert Park (CA); On-site; USD 23,000 - 110,000; Full time

Benefits offered by this job

Competitive pay

Incentive plan

Training & development

Benefits package

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns, interview clients, and identify savings opportunities. This in-person role emphasizes client-focused service and collaboration within a local tax office.

The position offers competitive pay, incentive plans, and access to extensive training and technology to support tax expertise and client service.

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
• Strong verbal and written communication; ability to explain tax concepts clearly
• Must complete continuing education and meet IRS/state requirements

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse and complex situations
• Conduct in-depth client interviews to understand financial situations and tax implications
• Provide personalized recommendations and identify tax savings opportunities
• Provide IRS support, tax notice assistance, and audit guidance as needed
• Collaborate with team and contribute to a client-focused office environment

Skills

Client interviews

Communication skills

Consultative service

Tax knowledge

Education

High school diploma / GED / equivalent

Bachelor’s degree (Preferred)

Tools

GoSystem

Ultratax

AI-powered tools (e.g., Copilot, ChatGPT)

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns, interview clients, and identify savings opportunities. This in-person role emphasizes client-focused service and collaboration within a local tax office.

The position offers competitive pay, incentive plans, and access to extensive training and technology to support tax expertise and client service.