Seasonal Tax Pro: Client-Focused Expert

H&R Block; Merced (CA); On-site; USD 22,000 - 110,000; Full time

Job summary

H&R Block is seeking a Seasonal Experienced Tax Professional to help clients navigate complex tax situations, preparing returns for individuals and businesses, and delivering personalized recommendations. This in-person role at a local H&R Block tax office offers training, industry-leading resources, and an incentive plan based on your impact.

You will interview clients, identify tax savings opportunities, and provide IRS support while building lasting relationships with clients and your

Qualifications

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

Responsibilities

• Prepare complete, accurate tax returns for clients, including individuals and businesses
• Conduct in-depth client interviews to understand financial situations and tax implications
• Build trusted client relationships and identify tax savings opportunities
• Provide IRS support, tax notices assistance, and audit guidance as needed
• Collaborate with team members and contribute to a positive client-focused office environment

Skills

Client interviewing

Communication skills

Attention to detail

Empathy in service

Seasonal tax experience

Education

High school diploma or GED

Bachelor’s degree in accounting/finance or related field

Tools

GoSystem

Ultratax

AI Copilot

Job description

H&R Block is seeking a Seasonal Experienced Tax Professional to help clients navigate complex tax situations, preparing returns for individuals and businesses, and delivering personalized recommendations. This in-person role at a local H&R Block tax office offers training, industry-leading resources, and an incentive plan based on your impact.

You will interview clients, identify tax savings opportunities, and provide IRS support while building lasting relationships with clients and your