Seasonal Tax Pro & Client Advisor

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

Job summary

H&R Block, Inc. in Vallejo, CA is seeking a seasonal Experienced Tax Professional to prepare complete tax returns for individuals and businesses. You will interview clients to assess financials, identify tax implications, and offer personalized recommendations with a focus on accuracy and service.

Join a collaborative team and leverage industry-leading training and technology. The role is in-person at a local H&R Block office and includes an incentive plan rewarding impact and growth in tax

Qualifications

• Minimum 1 year of experience in tax preparation, including individual and business returns.
• Successful completion of the H&R Block Tax Knowledge Assessment.
• Strong verbal and written communication skills; able to explain tax concepts clearly.
• High school diploma / GED / equivalent is required.

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse and complex situations.
• Conduct in-depth client interviews to understand financials and tax implications.
• Provide tax savings opportunities and product recommendations to clients.
• Provide IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team members to maintain a positive client-focused office environment.

Skills

Tax preparation experience

Client-facing experience

Verbal & written communication

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting or related field

CPA or Enrolled Agent credential

Tools

GoSystem

Ultratax

AI tools (Copilot, ChatGPT)

Job description

H&R Block, Inc. in Vallejo, CA is seeking a seasonal Experienced Tax Professional to prepare complete tax returns for individuals and businesses. You will interview clients to assess financials, identify tax implications, and offer personalized recommendations with a focus on accuracy and service.

Join a collaborative team and leverage industry-leading training and technology. The role is in-person at a local H&R Block office and includes an incentive plan rewarding impact and growth in tax