Seasonal Tax Pro: Complex Returns & Client Advisory

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

Benefits offered by this job

Competitive hourly rate

Incentive plan

In-person work

Job summary

H&R Block in Petaluma, CA is seeking a seasonal Experienced Tax Professional who helps clients navigate complex tax situations with confidence, prepares accurate returns, uncovers savings opportunities, and builds lasting client relationships. This role is in-person at a local H&R Block tax office.

The position offers industry-leading training, a competitive hourly rate, and an incentive plan that rewards impact as you grow tax expertise and serve clients.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment.
• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping.
• Experience in a client-facing, consultative, or advisory role.
• Strong verbal and written communication skills, including the ability to explain tax concepts clearly to clients.
• Must complete continuing education and meet all 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 assessment

Tax preparation

Client facing

Verbal and written communication

IRS/state requirements

Education

High school diploma / GED

Bachelor’s degree in accounting, finance or related field

Tools

GoSystem

Ultratax

AI tools (Copilot, ChatGPT)

Job description

H&R Block in Petaluma, CA is seeking a seasonal Experienced Tax Professional who helps clients navigate complex tax situations with confidence, prepares accurate returns, uncovers savings opportunities, and builds lasting client relationships. This role is in-person at a local H&R Block tax office.

The position offers industry-leading training, a competitive hourly rate, and an incentive plan that rewards impact as you grow tax expertise and serve clients.