Seasonal Tax Pro: Client Advisory & Prep Expert

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

Benefits offered by this job

Competitive pay

Incentive plan

Training provided

Job summary

H&R Block in Concord, CA is seeking a seasonal Experienced Tax Professional to prepare accurate returns and help clients navigate complex tax situations with confidence. You’ll leverage our training and technology to uncover savings opportunities and build lasting client relationships.

This in-person role at a local tax office offers competitive hourly pay, an incentive plan, and a path to grow in tax and financial services while delivering empathetic, client-focused service.

Qualifications

• 1 year of tax preparation or related experience
• Experience in a client-facing advisory role
• Must complete continuing education and meet IRS/state requirements
• High school diploma or equivalent required

Responsibilities

• Prepare complete tax returns for individuals and businesses
• Conduct client interviews to understand finances and tax implications
• Identify tax savings opportunities and cross-sell Block products
• Provide IRS support and audit guidance as needed
• Collaborate with team in a client-focused office

Skills

Tax preparation

Client communication

IRS guidelines

Attention to detail

Education

High school diploma / GED

Bachelor’s degree in accounting or related field

Tools

GoSystem

UltraTax

AI tools (Copilot, ChatGPT)

Job description

H&R Block in Concord, CA is seeking a seasonal Experienced Tax Professional to prepare accurate returns and help clients navigate complex tax situations with confidence. You’ll leverage our training and technology to uncover savings opportunities and build lasting client relationships.

This in-person role at a local tax office offers competitive hourly pay, an incentive plan, and a path to grow in tax and financial services while delivering empathetic, client-focused service.