Seasonal Tax Pro: Accurate Returns & Client Advisory

H&R Block, Inc.; Visalia (CA); On-site; USD 35,000 - 120,000; Part time

Job summary

H&R Block, Inc. is seeking an Experienced Tax Professional for a seasonal, in-person role at a local tax office.

You will prepare returns for individuals and businesses, interview clients to assess financial situations, and offer personalized tax-saving recommendations while building lasting client relationships. You will collaborate with tax professionals and support staff, using advanced training and technology to deliver accurate results and responsive service.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment
• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping, including preparing individual and business returns
• Experience in a client-facing, consultative, or advisory role
• Strong verbal and written communication skills, including ability to explain tax concepts clearly
• Must complete continuing education and meet IRS/state requirements
• High school diploma / GED / equivalent

Responsibilities

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

Skills

Tax prep

Client facing

Communication

Attention to detail

IRS/state rules

Education

High school diploma or equivalent

Bachelor’s degree in accounting/finance

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.

You will prepare returns for individuals and businesses, interview clients to assess financial situations, and offer personalized tax-saving recommendations while building lasting client relationships. You will collaborate with tax professionals and support staff, using advanced training and technology to deliver accurate results and responsive service.