Seasonal Tax Pro — Client Advisory & Prep (In-Person)

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

Benefits offered by this job

Competitive pay

Incentive plan

Industry-leading training

On-site at local office

Job summary

H&R Block in Costa Mesa (CA) seeks a Seasonal Experienced Tax Professional to prepare complete and accurate tax returns for individuals and businesses, conduct client interviews, and identify tax savings opportunities. The role emphasizes client-focused service and collaboration within a local office.

The position offers industry-leading training, a competitive hourly rate, and an incentive plan to reward impact as you build tax expertise and serve clients in person.

Qualifications

• Successful completion of the HR Block Tax Knowledge Assessment
• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping, including preparing individual and business returns
• Experience working in a client facing, consultative, or advisory role
• Strong verbal and written communication skills, including the ability to explain tax concepts in client-friendly language
• Must complete continuing education and meet all other IRS and applicable state requirements
• High school diploma / GED / equivalent required

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse and complex tax situations, including individual and business returns
• Conduct in-depth client interviews to understand financial situations, life changes, and tax implications — then provide clear, personalized recommendations
• Build trusted client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and relevant H&R Block products
• Provide IRS support, tax notice assistance, and audit guidance to clients as needed.
• Collaborate with team members, share knowledge, and contribute to a positive, client-focused office environment

Skills

Client communication

Verbal and written communication

Client-facing experience

Education

High school diploma / GED

Tools

GoSystem

Ultratax

Job description

H&R Block in Costa Mesa (CA) seeks a Seasonal Experienced Tax Professional to prepare complete and accurate tax returns for individuals and businesses, conduct client interviews, and identify tax savings opportunities. The role emphasizes client-focused service and collaboration within a local office.

The position offers industry-leading training, a competitive hourly rate, and an incentive plan to reward impact as you build tax expertise and serve clients in person.