Seasonal Tax Pro: Client Advisory & Returns Expert

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

Benefits offered by this job

Competitive hourly rate

Incentive plan

Comprehensive benefits

401(k) plan

Job summary

H&R Block, Inc. in California is seeking a Seasonal Experienced Tax Professional to prepare complex returns and advise clients in person. You’ll interview clients, identify deductions, and build lasting relationships while leveraging training and technology.

This role offers an hourly wage with incentive opportunities and competitive benefits, within a supportive office environment. As an advisor, you’ll ensure compliance with IRS and state requirements, delivering accurate results and clear

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment.
• Minimum 1 year of experience in tax preparation or related field.
• Experience in a client-facing, advisory role.
• Strong communication skills and ability to explain tax concepts clearly.
• Must meet IRS/state continuing education and requirements.
• High school diploma or GED or equivalent.

Responsibilities

• Prepare complete, accurate tax returns for diverse clients including individuals and businesses.
• Conduct in-depth client interviews to assess financial situations and implications.
• Identify tax savings opportunities and present personalized recommendations.
• Provide IRS support and audit guidance as needed.
• Collaborate with team and maintain a client-focused office environment.

Skills

Client facing

Strong communication

Tax knowledge assessment

IRS/state compliance

Education

High school diploma or GED

Bachelor’s degree in accounting or related field

Tools

GoSystem

UltraTax

AI tools (Copilot, ChatGPT)

Job description

H&R Block, Inc. in California is seeking a Seasonal Experienced Tax Professional to prepare complex returns and advise clients in person. You’ll interview clients, identify deductions, and build lasting relationships while leveraging training and technology.

This role offers an hourly wage with incentive opportunities and competitive benefits, within a supportive office environment. As an advisor, you’ll ensure compliance with IRS and state requirements, delivering accurate results and clear