Seasonal Tax Pro: Client Advisory & Returns Expert

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

Job summary

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns, interview clients to understand life changes, and offer personalized recommendations. You’ll build trusted relationships and promote tax savings opportunities using leading training and technology, with an incentive plan based on performance.

This role is in-person at a local H&R Block tax office. Expect a competitive hourly rate and a structured environment designed for developing tax expertise

Qualifications

• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping
• Experience in client-facing, consultative, or advisory roles
• Ability to explain tax concepts in client-friendly language
• Must complete continuing education and meet IRS/state requirements
• High school diploma or equivalent required

Responsibilities

• Prepare complete, accurate tax returns for diverse and complex situations (individual and business)
• Conduct in-depth client interviews to understand financials and tax implications
• Provide personalized recommendations and identify tax savings opportunities
• Provide IRS support, tax notice assistance, and audit guidance as needed
• Collaborate with team to maintain a positive client-focused office environment

Skills

Tax preparation

Client interviewing

IRS knowledge

Communication

Education

High school diploma

Bachelor’s degree

Tools

GoSystem

Ultratax

AI tools

Job description

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns, interview clients to understand life changes, and offer personalized recommendations. You’ll build trusted relationships and promote tax savings opportunities using leading training and technology, with an incentive plan based on performance.

This role is in-person at a local H&R Block tax office. Expect a competitive hourly rate and a structured environment designed for developing tax expertise