Seasonal Tax Expert: Precision Returns & Client Guidance

H&R Block, Inc.; Rancho Palos Verdes (CA); On-site; USD 35,000 - 166,000; 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, accurate tax returns for individuals and businesses, interview clients to understand their financial situations, and provide clear recommendations to maximize savings. You will build trusted relationships through empathetic service, deliver tax expertise with the support of industry-leading training and technology, and participate in an

Qualifications

• Must have completed the H&R Block Tax Knowledge Assessment.
• Minimum 1 year of experience in tax preparation or related fields.
• Experience in a client-facing, consultative role.
• Ability to explain tax concepts in client-friendly language.
• Must comply with IRS/state continuing education requirements.

Responsibilities

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

Skills

Communication skills

Client facing

Interviewing clients

Tax knowledge

Attention to detail

Education

Bachelor’s degree in accounting/finance

CPA or Enrolled Agent credential

High school diploma / GED

Tools

GoSystem

Ultratax

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, accurate tax returns for individuals and businesses, interview clients to understand their financial situations, and provide clear recommendations to maximize savings. You will build trusted relationships through empathetic service, deliver tax expertise with the support of industry-leading training and technology, and participate in an