Seasonal Tax Advisor: Expert Returns & Client Impact

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

Job summary

H&R Block, Inc. is seeking an Experienced Tax Professional for a seasonal, in-person role at a local tax office in California. You will prepare complete returns for individuals and businesses, interview clients to understand their financial situations, and provide clear recommendations while uncovering tax savings opportunities.

The position emphasizes client service, accurate tax preparation, and adherence to IRS/state requirements, with training and technology support as part of the role.

Qualifications

• Successful completion of HR Block Tax Knowledge Assessment.
• Minimum 1 year of tax preparation or related experience.
• Experience in a client-facing advisory role.
• Strong verbal and written communication; explain tax concepts clearly.
• Must meet IRS/state requirements and continuing education.

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse situations.
• Conduct in-depth client interviews to assess finances and tax implications.
• Provide personalized recommendations and identify tax savings opportunities.
• Offer IRS support, notices, and audit guidance as needed.
• Collaborate with team to maintain a positive, client-focused office environment.

Skills

Tax knowledge

Client service

Communication skills

Education

High school diploma or equivalent

Bachelor's degree in accounting or related field

CPA or Enrolled Agent (EA)

Tools

GoSystem

Ultras Tax

AI tools

Job description

H&R Block, Inc. is seeking an Experienced Tax Professional for a seasonal, in-person role at a local tax office in California. You will prepare complete returns for individuals and businesses, interview clients to understand their financial situations, and provide clear recommendations while uncovering tax savings opportunities.

The position emphasizes client service, accurate tax preparation, and adherence to IRS/state requirements, with training and technology support as part of the role.