Seasonal Tax Pro: Complex Returns & Client Advisory

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

Benefits offered by this job

Incentive plan

Industry-leading training

Competitive hourly rate

Job summary

H&R Block is seeking a Seasonal Experienced Tax Professional to help clients navigate complex tax situations. You will prepare returns, interview clients, and identify tax savings opportunities, supported by training and technology.

This role is in-person at a local H&R Block office and offers an hourly rate plus incentive opportunities. Join a trusted advisor team that emphasizes client relationships and continuous learning, with competitive pay and a clear path to grow in tax and financial

Qualifications

• Minimum 1 year of experience in tax preparation or related field
• Experience with individual and business returns
• Strong communication skills in client-facing roles
• Must meet IRS and state requirements for continuing education
• High school diploma or GED required

Responsibilities

• Prepare tax returns for individuals and businesses
• Conduct client interviews to assess financial situations and tax implications
• Identify tax savings opportunities and recommend H&R Block products
• Provide IRS notices support and audit guidance
• Collaborate with team in a client-focused office environment

Skills

Customer service

Verbal communication

Tax knowledge

IRS/state rules understanding

Education

High school diploma or GED

Bachelor’s degree in accounting or related field

CPA/EA credential desired

Tools

GoSystem

Ultratax

AI tools (Copilot/ChatGPT)

Job description

H&R Block is seeking a Seasonal Experienced Tax Professional to help clients navigate complex tax situations. You will prepare returns, interview clients, and identify tax savings opportunities, supported by training and technology.

This role is in-person at a local H&R Block office and offers an hourly rate plus incentive opportunities. Join a trusted advisor team that emphasizes client relationships and continuous learning, with competitive pay and a clear path to grow in tax and financial