Seasonal Tax Pro & Client Advisory Specialist

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

Benefits offered by this job

Competitive pay

Benefits package

401(k) Plan

Employee Assistance Program

Virtual fitness center

Associate discount program

Business Travel Accident Insurance

Tax Prep benefits

Job summary

H&R Block in California is seeking a Seasonal Experienced Tax Professional to prepare complex returns and guide clients through tax situations with confidence. You will interview clients, identify savings opportunities, and deliver empathetic, consultative service while leveraging industry-leading training and technology.

This in-person role offers an incentive plan that rewards impact and growth during tax season.

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

Client communication

Tax knowledge

IRS/state requirements compliance

Interpersonal advisory skills

Education

High school diploma or equivalent

Bachelor's degree (preferred)

Tools

GoSystem

Ultratax

AI tools (Copilot, ChatGPT)

Job description

H&R Block in California is seeking a Seasonal Experienced Tax Professional to prepare complex returns and guide clients through tax situations with confidence. You will interview clients, identify savings opportunities, and deliver empathetic, consultative service while leveraging industry-leading training and technology.

This in-person role offers an incentive plan that rewards impact and growth during tax season.