Seasonal Tax Pro & Client Advisor (In-Person)

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

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate returns for individuals and businesses, conduct in-depth client interviews, and deliver personalized recommendations. You will help uncover savings opportunities, build trusted client relationships, and provide IRS support in a collaborative, in-person office setting.

The role emphasizes client-focused service, ongoing training, and the opportunity to grow within tax and financial services.

Qualifications

• Successful completion of the HR Block Tax Knowledge Assessment.
• 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 and ability to explain tax concepts clearly.
• Must complete continuing education and meet IRS and state requirements.
• High school diploma or equivalent required.

Responsibilities

• Prepare complete, accurate tax returns for diverse and complex situations.
• Conduct in-depth client interviews to understand finances and tax implications.
• Provide personalized recommendations and identify tax savings opportunities.
• Offer IRS support, tax notice guidance, and audit assistance as needed.
• Collaborate with team and contribute to a client-focused office environment.

Skills

Client interviewing

Communication skills

Tax preparation

IRS/state requirements

Audit guidance

Education

High School Diploma

Bachelor's degree in accounting/finance

CPA or EA certification

Tools

GoSystem

UltraTax

Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate returns for individuals and businesses, conduct in-depth client interviews, and deliver personalized recommendations. You will help uncover savings opportunities, build trusted client relationships, and provide IRS support in a collaborative, in-person office setting.

The role emphasizes client-focused service, ongoing training, and the opportunity to grow within tax and financial services.