Seasonal Tax Pro & Client Advisor

H&R Block, Inc.; Pasadena (CA); On-site; USD 26,000 - 110,000; Part time

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns for clients with complex situations, including individuals and businesses, at a local office. You will conduct client interviews to understand financial situations and provide personalized recommendations while building trusted relationships and identifying opportunities for savings.

You will deliver empathetic, consultative service, assist with IRS notices, and collaborate with teammates to maintain

Qualifications

• Successful completion of the HR Block Tax Knowledge Assessment 1.
• 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

Verbal and written communication

Client-facing advisory

Education

High school diploma or GED

Bachelor’s degree in accounting or related field

CPA or Enrolled Agent (EA) credential

Tools

GoSystem

Ultratax

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns for clients with complex situations, including individuals and businesses, at a local office. You will conduct client interviews to understand financial situations and provide personalized recommendations while building trusted relationships and identifying opportunities for savings.

You will deliver empathetic, consultative service, assist with IRS notices, and collaborate with teammates to maintain