Seasonal Tax Pro: Complex Returns & Client Advisory

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

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to serve as a trusted advisor, preparing accurate returns for individuals and businesses and helping clients navigate complex tax situations.

You'll interview clients, identify savings opportunities, and build lasting relationships using training and technology, with a competitive hourly rate and incentive plan.

This in-person role at a local H&R Block tax office offers meaningful seasonal work and growth in tax and financial services.

Qualifications

• Experience in client-facing advisory roles.
• Ability to explain tax concepts in client-friendly language.
• Must meet IRS and state continuing education requirements.

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-facing

Communication

Explain tax concepts to clients

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance or related field

CPA or Enrolled Agent (EA) or IRS Circular 230 credential

Tools

GoSystem or Ultratax

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to serve as a trusted advisor, preparing accurate returns for individuals and businesses and helping clients navigate complex tax situations.

You'll interview clients, identify savings opportunities, and build lasting relationships using training and technology, with a competitive hourly rate and incentive plan.

This in-person role at a local H&R Block tax office offers meaningful seasonal work and growth in tax and financial services.