Seasonal Tax Pro: Client Advisory & Prep

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

Job summary

H&R Block, Inc. is seeking a Seasonal Experienced Tax Professional to prepare complete tax returns, interview clients, and identify tax savings opportunities.

The role emphasizes client-focused service and building lasting relationships while leveraging H&R Block training and technology. This in-person position requires tax knowledge, client advisory skills, and compliance with IRS/state requirements, with an incentive plan tied to performance.

Qualifications

• Completion of the H&R 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; ability to explain tax concepts clearly.
• Must complete continuing education and meet IRS/state requirements.
• High school diploma / GED / equivalent required.

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.
• Build trusted client relationships by delivering empathetic, consultative service.
• Provide IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team members and contribute to a client-focused office environment.

Skills

Client advisory experience

Strong communication

Tax knowledge

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance or related field

Tools

GoSystem

Ultratax

Microsoft Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking a Seasonal Experienced Tax Professional to prepare complete tax returns, interview clients, and identify tax savings opportunities.

The role emphasizes client-focused service and building lasting relationships while leveraging H&R Block training and technology. This in-person position requires tax knowledge, client advisory skills, and compliance with IRS/state requirements, with an incentive plan tied to performance.