Seasonal Tax Advisor: Expert Returns & Savings

H&R Block, Inc.; Petaluma (CA); On-site; USD 25,000 - 110,000; Full time

Job summary

H&R Block is hiring a seasonal Experienced Tax Professional to prepare accurate returns for individuals and businesses. You will interview clients, identify tax-saving opportunities, and provide advisory support with training and advanced technology. This in-person role strengthens client relationships in a local tax office.

The position emphasizes reliable service, ongoing education, and teamwork within a supportive, results-driven environment in Petaluma, CA.

Qualifications

• Completion of the H&R Block Tax Knowledge Assessment
• At least 1 year of experience in tax preparation, accounting, finance, or bookkeeping
• Experience in client-facing, consultative, or advisory roles
• Strong written and verbal communication, able to explain tax concepts clearly
• Must complete continuing education and meet IRS/state requirements
• High school diploma or GED or equivalent

Responsibilities

• Prepare complete, accurate tax returns for individuals and businesses
• Conduct in-depth client interviews to assess financial situations and implications
• Provide clear recommendations and identify tax savings opportunities
• Build trusted client relationships with empathetic, consultative service
• Provide IRS support, tax notice assistance, and audit guidance when needed
• Collaborate with team members to maintain a positive client-focused office

Skills

Tax preparation

Client communication

Advisory role

Continuing education

Education

Bachelor's degree in accounting/finance

High school diploma or equivalent

Tools

GoSystem

UltraTax

AI tools

Job description

H&R Block is hiring a seasonal Experienced Tax Professional to prepare accurate returns for individuals and businesses. You will interview clients, identify tax-saving opportunities, and provide advisory support with training and advanced technology. This in-person role strengthens client relationships in a local tax office.

The position emphasizes reliable service, ongoing education, and teamwork within a supportive, results-driven environment in Petaluma, CA.