Seasonal Tax Pro: Client Advisor & Savings

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

Benefits offered by this job

Medical & prescription coverage

401(k) retirement plan

Employee Assistance Program

Associate discount

Business Travel Accident Insurance

Associate Tax Prep benefit

Job summary

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare returns for individuals and businesses at a local California office. You will conduct client interviews, identify tax savings, and provide guidance while delivering empathetic, consultative service.

The role involves using industry training and technology, with an incentive plan based on impact and performance. Local office responsibilities include accurate filing and strong client relationships.

Qualifications

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

Responsibilities

• Prepare complete, accurate tax returns for diverse clients
• Conduct in-depth client interviews to understand financial situations
• Provide personalized recommendations and identify tax savings opportunities
• Provide IRS support, tax notice assistance, and audit guidance
• Collaborate with team members to maintain a positive client-focused office

Skills

Tax knowledge

Client interviews

Communication skills

IRS/state requirements

Audit guidance

Education

High school diploma/GED

Bachelor’s degree (preferred)

Tools

GoSystem

Ultratax

Job description

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare returns for individuals and businesses at a local California office. You will conduct client interviews, identify tax savings, and provide guidance while delivering empathetic, consultative service.

The role involves using industry training and technology, with an incentive plan based on impact and performance. Local office responsibilities include accurate filing and strong client relationships.