Seasonal Tax Pro and Client Advisory Expert

H&R Block, Inc.

Elk Grove (CA)

On-site

USD 23,000 - 110,000

Full time

10 days ago

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Benefits offered by this job

Competitive pay
Incentive plan
Training and technology support

Job summary

H&R Block, Inc. is seeking a Seasonal Experienced Tax Professional to prepare accurate tax returns for clients with diverse situations.

You will interview clients, offer personalized guidance, and help identify tax savings opportunities while delivering empathetic, consultative service. The role is in-person at a local H&R Block tax office and includes competitive hourly pay with an incentive plan driven by performance and client impact.

Qualifications

  • Successful completion of the H&R Block Tax Knowledge Assessment.
  • Minimum 1 year of experience in tax preparation or related fields.
  • Experience in client-facing, consultative, or advisory roles.
  • Strong verbal and written communication, able to explain tax concepts clearly.
  • Must complete continuing education and meet IRS/state requirements.
  • High school diploma or GED required.

Responsibilities

  • Prepare complete, accurate tax returns for individuals and businesses.
  • Conduct in-depth client interviews to understand financial situations and provide recommendations.
  • Build trusted client relationships and identify tax savings opportunities.
  • Provide IRS support, tax notices, and audit guidance as needed.
  • Collaborate with team members to maintain a positive client-focused office environment.

Skills

Client interviewing
Communication skills
Tax knowledge
IRS/state requirements awareness

Education

Bachelor's degree in accounting, finance or related field
High school diploma or GED

Tools

GoSystem software
UltraTax software

Job description

H&R Block, Inc. is seeking a Seasonal Experienced Tax Professional to prepare accurate tax returns for clients with diverse situations.

You will interview clients, offer personalized guidance, and help identify tax savings opportunities while delivering empathetic, consultative service. The role is in-person at a local H&R Block tax office and includes competitive hourly pay with an incentive plan driven by performance and client impact.

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