Seasonal Tax Pro & Client Advisor

H&R Block, Inc.; West Sacramento (CA); On-site; USD 23,000 - 110,000; Part time

Benefits offered by this job

Competitive hourly rate

Incentive plan

Comprehensive training

Job summary

H&R Block in West Sacramento, CA seeks a seasonal Experienced Tax Professional to prepare complex tax returns, interview clients, and offer personalized recommendations. This in-person role emphasizes client relationships, tax-saving opportunities, and supportive use of H&R Block tools and training.

The position requires at least 1 year of tax experience, strong communication skills, and completion of required assessments and CE credits.

Qualifications

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

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse and complex tax situations.
• Conduct in-depth client interviews to understand financial situations and tax implications; provide clear recommendations.
• Build trusted client relationships and identify tax savings opportunities and relevant H&R Block products.
• 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 knowledge

Client communication

IRS concepts

Interviewing clients

Education

Bachelor's degree in accounting, finance or related field

CPA or Enrolled Agent (EA)

Tools

GoSystem

UltraTax

Job description

H&R Block in West Sacramento, CA seeks a seasonal Experienced Tax Professional to prepare complex tax returns, interview clients, and offer personalized recommendations. This in-person role emphasizes client relationships, tax-saving opportunities, and supportive use of H&R Block tools and training.

The position requires at least 1 year of tax experience, strong communication skills, and completion of required assessments and CE credits.