Seasonal Tax Pro: Client Advisory & Incentives

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

Job summary

H&R Block, Inc. is hiring a seasonal Experienced Tax Professional to serve as a trusted adviser for clients with complex tax situations.

You will prepare returns, interview clients to understand their finances, and offer personalized recommendations while leveraging H&R Block training and technology. This in-person role emphasizes building lasting client relationships, delivering empathetic service, and helping clients uncover savings opportunities.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment.
• 1 year of experience in tax preparation, accounting, finance, or bookkeeping.
• Experience in a client facing, consultative, or advisory role.
• Strong verbal and written communication skills, including explaining tax concepts clearly.

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse situations (individual and business).
• Conduct in-depth client interviews to understand financials and tax implications.
• Provide recommendations and identify tax savings opportunities and related 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 assessment

Client-facing experience

Communication skills

IRS/state compliance

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance or related field

Tools

GoSystem

Ultratax

Job description

H&R Block, Inc. is hiring a seasonal Experienced Tax Professional to serve as a trusted adviser for clients with complex tax situations.

You will prepare returns, interview clients to understand their finances, and offer personalized recommendations while leveraging H&R Block training and technology. This in-person role emphasizes building lasting client relationships, delivering empathetic service, and helping clients uncover savings opportunities.