Seasonal Tax Pro — Client Advisor & Savings Expert

H&R Block, Inc.; Danville (CA); On-site; USD 66,000 - 110,000; Full time

Benefits offered by this job

Competitive pay

Incentive plan

Training and tech support

Job summary

H&R Block, Inc. is seeking an Experienced Tax Professional to prepare comprehensive tax returns, interview clients to understand their financial situations, and deliver personalized tax guidance.

You will identify savings opportunities and Recommend H&R Block products, while delivering empathetic, consultative service in a local, in-person office. The role emphasizes building trusted client relationships, ongoing training, and opportunities for growth within tax and financial services, with a

Qualifications

• Experience in tax preparation and advising clients
• Ability to explain tax concepts in client-friendly language
• Completion of required IRS/state continuing education

Responsibilities

• Prepare complete, accurate tax returns for individuals and businesses
• Conduct client interviews to understand financial situations and tax implications
• Identify tax savings opportunities and recommend H&R Block products
• Provide IRS support, tax notice assistance, and audit guidance
• Collaborate with team to maintain a positive client-focused office environment

Skills

Tax knowledge

Client interviews

Tax notices

Communication

Education

Bachelor’s degree in accounting/finance

CPA/EA or IRS Circular 230 credential

Tools

GoSystem

Ultratax

Job description

H&R Block, Inc. is seeking an Experienced Tax Professional to prepare comprehensive tax returns, interview clients to understand their financial situations, and deliver personalized tax guidance.

You will identify savings opportunities and Recommend H&R Block products, while delivering empathetic, consultative service in a local, in-person office. The role emphasizes building trusted client relationships, ongoing training, and opportunities for growth within tax and financial services, with a