Seasonal Tax Pro: Expert Advisor with Impact & Incentives

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

Benefits offered by this job

Medical and prescription coverage

401(k) plan

Employee Assistance Program

Virtual fitness center programs

Associate discount program

Business Travel Accident Insurance

Job summary

H&R Block, Inc. is seeking an Experienced Tax Professional for in-person seasonal work at a local tax office. You will prepare complete tax returns for individuals and businesses, interview clients to understand their financials, and identify tax savings opportunities while offering H&R Block products.

This role emphasizes client-focused service and ongoing professional growth. Successful candidates bring tax knowledge assessment success, at least 1 year in tax-related work, and strong

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; ability to explain tax concepts clearly
• Must complete continuing education and meet IRS/state requirements
• High school diploma / GED / equivalent

Responsibilities

• Prepare complete, accurate tax returns for individuals and businesses
• Conduct in-depth client interviews to understand financial situations and tax implications
• Identify tax savings opportunities and recommend H&R Block products
• Provide IRS support, tax notice assistance, and audit guidance
• Collaborate with team to maintain a positive client-focused office environment

Skills

Tax knowledge assessment

Tax preparation experience

Client-facing advisory

Communication skills

Continuing education compliance

High school diploma or GED

Education

Bachelor’s degree (preferred) in accounting/finance

CPA/EA credential (preferred)

Tools

GoSystem

Ultratax

Job description

H&R Block, Inc. is seeking an Experienced Tax Professional for in-person seasonal work at a local tax office. You will prepare complete tax returns for individuals and businesses, interview clients to understand their financials, and identify tax savings opportunities while offering H&R Block products.

This role emphasizes client-focused service and ongoing professional growth. Successful candidates bring tax knowledge assessment success, at least 1 year in tax-related work, and strong