Seasonal Tax Pro - Client Advisory & Returns

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

Benefits offered by this job

401(k) Plan

Employee Assistance Program

Discount program

Fitness center programs

Medical and prescription coverage

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to prepare complex tax returns for individuals and businesses in a local Modesto, CA office. You will interview clients, explain tax implications clearly, and identify savings opportunities while delivering empathetic, consultative service.

You will work with tax software and be supported by training and an incentive plan that rewards impact as you build tax expertise and client relationships.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment and 1 year of related experience.
• Experience in a client-facing, consultative, or advisory role.
• Must meet IRS/state continuing education requirements and have a high school diploma or equivalent.

Responsibilities

• Prepare complete, accurate tax returns for individuals and businesses.
• Conduct in-depth client interviews to understand financial situations and tax implications.
• Provide clear, personalized recommendations and tax savings opportunities.
• 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 preparation

Client-facing

Communication

IRS knowledge

Education

High school diploma or GED

Bachelor's degree in accounting/finance (preferred)

CPA or Enrolled Agent (preferred)

Tools

GoSystem

UltraTax

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to prepare complex tax returns for individuals and businesses in a local Modesto, CA office. You will interview clients, explain tax implications clearly, and identify savings opportunities while delivering empathetic, consultative service.

You will work with tax software and be supported by training and an incentive plan that rewards impact as you build tax expertise and client relationships.