Seasonal Tax Pro: Build Clients & Maximize Returns

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

Benefits offered by this job

Competitive pay

Incentive plan

In-person at local tax office

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations with confidence. You will prepare accurate returns, uncover savings opportunities, and build lasting client relationships in a local tax office.

You will conduct in-depth client interviews to understand financial situations and tax implications, then provide clear recommendations and empathetic service.

Qualifications

• High school diploma or GED required; Bachelor’s degree preferred.
• Experience in tax preparation or advisory roles.
• Strong ability to explain tax concepts in client-friendly language.

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse and complex situations.
• Conduct in-depth client interviews to understand financial situations and tax implications.
• Provide clear, personalized recommendations and identify 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

Client-focused communication

Tax knowledge

IRS rules understanding

Education

High school diploma or GED

Bachelor's degree preferred

Tools

GoSystem

UltraTax

AI tools (Copilot, ChatGPT)

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations with confidence. You will prepare accurate returns, uncover savings opportunities, and build lasting client relationships in a local tax office.

You will conduct in-depth client interviews to understand financial situations and tax implications, then provide clear recommendations and empathetic service.