Seasonal Tax Pro & Advisor for Complex Returns

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

Job summary

H&R Block in California is seeking a Seasonal Experienced Tax Professional to prepare accurate returns and advise clients across complex tax situations. This in-person role focuses on building relationships and delivering tax savings opportunities while leveraging training and technology.

You will interview clients, handle individual and business returns, provide IRS support when needed, and collaborate with the team to maintain a client-centered office environment.

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 working in a client facing, consultative, or advisory role
• Strong verbal and written communication skills, including the ability to explain tax concepts in client-friendly language
• Must complete continuing education and meet all other IRS and applicable state requirements
• High school diploma / GED / equivalent required

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse and complex tax situations, including individual and business returns
• Conduct in-depth client interviews to understand financial situations, life changes, and tax implications — then provide clear, personalized recommendations
• Build trusted client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and relevant H&R Block products
• Provide IRS support, tax notice assistance, and audit guidance to clients as needed
• Collaborate with team members, share knowledge, and contribute to a positive, client-focused office environment

Skills

Tax knowledge

Client-facing communication

Advisory mindset

Education

Bachelor’s degree in accounting, finance or related field

CPA or Enrolled Agent (EA) or IRS Circular 230 credential

High school diploma / GED / equivalent

Tools

GoSystem

UltrasTax

Job description

H&R Block in California is seeking a Seasonal Experienced Tax Professional to prepare accurate returns and advise clients across complex tax situations. This in-person role focuses on building relationships and delivering tax savings opportunities while leveraging training and technology.

You will interview clients, handle individual and business returns, provide IRS support when needed, and collaborate with the team to maintain a client-centered office environment.