Seasonal Tax Advisor for Complex Returns

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

Job summary

H&R Block is hiring a seasonal Experienced Tax Professional to help clients navigate complex tax situations. You will prepare accurate returns, uncover savings opportunities, and build lasting client relationships, backed by training and technology.

This role is in-person at a local H&R Block tax office. Responsibilities include preparing returns for individuals and businesses, conducting client interviews to understand finances, and delivering personalized recommendations while collaborating

Qualifications

• Must complete H&R Block Tax Knowledge Assessment or equivalent
• Min 1 year in tax prep, accounting, finance, or bookkeeping
• Experience in client-facing advisory roles
• Strong verbal and written communication; explain tax concepts clearly
• Must meet IRS/state continuing education requirements
• High school diploma or equivalent required

Responsibilities

• Prepare complete, accurate tax returns for individuals and businesses
• Conduct client interviews to understand finances and tax implications
• Offer tax savings opportunities and product recommendations
• Provide IRS support, notices, and audit guidance as needed
• Collaborate with team to maintain a positive client-focused office

Skills

Client-facing

Communication

Tax knowledge

IRS requirements

Education

High school diploma / GED

Bachelor's degree in accounting/finance (preferred)

CPA or Enrolled Agent (EA) or other IRS credential (preferred)

Tools

GoSystem

Ultratax

Job description

H&R Block is hiring a seasonal Experienced Tax Professional to help clients navigate complex tax situations. You will prepare accurate returns, uncover savings opportunities, and build lasting client relationships, backed by training and technology.

This role is in-person at a local H&R Block tax office. Responsibilities include preparing returns for individuals and businesses, conducting client interviews to understand finances, and delivering personalized recommendations while collaborating