Seasonal Tax Pro: Complex Returns & Client Advisory

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

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to guide clients through complex tax situations with confidence, preparing accurate returns and uncovering savings opportunities. You will build lasting relationships through empathetic, consultative service and leverage H&R Block products to add value.

This in-person role at a local H&R Block tax office offers industry-leading training and technology, a competitive hourly rate, and an incentive plan that rewards impact as you

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

Communication

Client facing

Interviewing

Explain tax concepts

Education

High school diploma or GED

Bachelor's degree in accounting, finance or related field

Tools

GoSystem

Ultratax

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to guide clients through complex tax situations with confidence, preparing accurate returns and uncovering savings opportunities. You will build lasting relationships through empathetic, consultative service and leverage H&R Block products to add value.

This in-person role at a local H&R Block tax office offers industry-leading training and technology, a competitive hourly rate, and an incentive plan that rewards impact as you