Seasonal Tax Pro: Client Advisory & Returns Expert

H&R Block, Inc.

Lathrop (CA)

On-site

USD 66,000 - 110,000

Part time

14 days+

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Benefits offered by this job

Competitive hourly rate

Incentive plan that rewards impact

Comprehensive benefits

Support for life

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to prepare complex tax returns for individuals and businesses, conduct client interviews, and deliver personalized tax guidance. You will help clients uncover savings opportunities while building trusted relationships at a local in‑person office.

The role emphasizes strong communication, adherence to IRS/state requirements, and collaboration with a team.

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; can explain tax concepts clearly
Must complete continuing education and meet IRS and state requirements
High school diploma or GED required

Responsibilities

Prepare complete, accurate tax returns for individuals and businesses
Conduct client interviews to understand financial situations and tax implications
Provide personalized recommendations and identify tax savings opportunities
Offer IRS support, tax notice assistance, and audit guidance as needed
Collaborate with team and contribute to a positive office environment