Seasonal Tax Pro - Client Advisory & Returns Expert

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

Job summary

H&R Block is hiring a seasonal Experienced Tax Professional to prepare complete and accurate tax returns for clients with diverse tax situations, both individuals and businesses, in-person at a local tax office.

You will conduct in-depth client interviews to understand financial life changes, provide personalized recommendations, and seek tax-saving opportunities with relevant H&R Block products while delivering empathetic, consultative service.

Qualifications

• Successful 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, 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.
• 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

Tax knowledge

Client communication

Consultative advisory

Interviews with clients

Education

Bachelor’s degree in accounting/finance

High school diploma / GED

Tools

GoSystem

Ultratax

AI tools (Copilot, ChatGPT)

Job description

H&R Block is hiring a seasonal Experienced Tax Professional to prepare complete and accurate tax returns for clients with diverse tax situations, both individuals and businesses, in-person at a local tax office.

You will conduct in-depth client interviews to understand financial life changes, provide personalized recommendations, and seek tax-saving opportunities with relevant H&R Block products while delivering empathetic, consultative service.