Seasonal Tax Pro: Client Advisory & Savings Expert

H&R Block, Inc.; El Cerrito (CA); On-site; USD 25,000 - 110,000; Part time

Job summary

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare accurate returns for individuals and businesses, conduct client interviews to understand financial situations, and offer personalized tax savings guidance with leading training and technology.

This in-person role offers competitive hourly pay and incentive potential as you build tax expertise and serve clients. You will collaborate with team members in a local office, deliver empathetic service, and help clients

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 working 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, including individual and business returns.
• 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 assessment

Tax preparation

Client-facing

Communication

IRS/state requirements

Education

High school diploma / GED

Bachelor's degree in accounting

Tools

GoSystem

UltrasTax

AI tools (ChatGPT)

Job description

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare accurate returns for individuals and businesses, conduct client interviews to understand financial situations, and offer personalized tax savings guidance with leading training and technology.

This in-person role offers competitive hourly pay and incentive potential as you build tax expertise and serve clients. You will collaborate with team members in a local office, deliver empathetic service, and help clients