Seasonal Tax Pro & Advisor: Returns & Savings

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

Job summary

H&R Block in California is seeking an Experienced Tax Professional to prepare complete and accurate tax returns for clients with complex tax situations, including individuals and businesses. You will interview clients to understand their finances, offer personalized recommendations, and deliver empathetic, consultative service to build lasting relationships.

The role requires strong communication, adherence to IRS rules, and ongoing education.

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 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

Client interviews

Tax knowledge

IRS guidance

Communication

In-person service

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting or related

Tools

GoSystem

Ultratax

Job description

H&R Block in California is seeking an Experienced Tax Professional to prepare complete and accurate tax returns for clients with complex tax situations, including individuals and businesses. You will interview clients to understand their finances, offer personalized recommendations, and deliver empathetic, consultative service to build lasting relationships.

The role requires strong communication, adherence to IRS rules, and ongoing education.