Seasonal Tax Pro: Client-Focused Advisor

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

Job summary

H&R Block in Gilroy, CA is seeking a seasonal Experienced Tax Professional to join a local tax office. You will prepare complete, accurate tax returns for individuals and small businesses and conduct client interviews to understand financial situations.

You’ll provide personalized recommendations, help clients maximize savings, and ensure compliance with IRS rules. The role offers an in-person, client-facing environment with training, competitive hourly pay, and opportunities to grow in tax and

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

Client-facing

Communication

IRS requirements

Continuing education

High school diploma

Tax software

Advisory approach

GoSystem/Ultratax

AI tools familiarity

Education

High school diploma or equivalent

Bachelor’s degree in accounting/finance or related field

Tools

GoSystem

Ultratax

Job description

H&R Block in Gilroy, CA is seeking a seasonal Experienced Tax Professional to join a local tax office. You will prepare complete, accurate tax returns for individuals and small businesses and conduct client interviews to understand financial situations.

You’ll provide personalized recommendations, help clients maximize savings, and ensure compliance with IRS rules. The role offers an in-person, client-facing environment with training, competitive hourly pay, and opportunities to grow in tax and