Seasonal Tax Pro: Complex Returns & Client Advisory

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

Benefits offered by this job

Competitive hourly rate

Incentive plan

Training and technology

Job summary

H&R Block is seeking a Seasonal Experienced Tax Professional for an in-person role at a local tax office. You will prepare complete, accurate tax returns for individuals and businesses, interview clients to understand their financial situations, and provide clear, personalized tax recommendations.

The role emphasizes building trusted client relationships, offering tax savings opportunities, and using our industry-leading training and technology.

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 interviews

Communication skills

Tax knowledge

IRS/state requirements

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

Ultratax

AI tools (Copilot/ChatGPT)

Job description

H&R Block is seeking a Seasonal Experienced Tax Professional for an in-person role at a local tax office. You will prepare complete, accurate tax returns for individuals and businesses, interview clients to understand their financial situations, and provide clear, personalized tax recommendations.

The role emphasizes building trusted client relationships, offering tax savings opportunities, and using our industry-leading training and technology.