Seasonal Tax Pro: Expert Prep & Client Advisory

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

Benefits offered by this job

Competitive hourly rate

Incentive plan

Comprehensive benefits

Support for life

Job summary

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional in California to prepare complex individual and business tax returns, interview clients, and provide personalized tax guidance. The role emphasizes accurate preparation, client relationships, and leveraging Block’s training and technology.

You’ll work in a local H&R Block office, earn an hourly rate with an incentive plan, and contribute to a supportive, client-first environment while expanding your tax expertise.

Qualifications

• Experience in tax preparation for individuals and businesses.
• Client-facing advisory experience or similar role.
• Must stay compliant with IRS/state requirements and complete CE.

Responsibilities

• Prepare complete, accurate tax returns for diverse clients.
• Conduct in-depth client interviews to assess financial situations.
• Provide tax savings opportunities and product recommendations.
• Offer IRS support, notice assistance, and audit guidance.
• Collaborate with team to maintain a client-focused office environment.

Skills

Tax knowledge

Client-facing

Clear communication

IRS requirements

Education

Bachelor’s degree in accounting/finance

CPA or EA credential

Tools

GoSystem

UltraTax

AI tools (Copilot/ChatGPT)

Job description

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional in California to prepare complex individual and business tax returns, interview clients, and provide personalized tax guidance. The role emphasizes accurate preparation, client relationships, and leveraging Block’s training and technology.

You’ll work in a local H&R Block office, earn an hourly rate with an incentive plan, and contribute to a supportive, client-first environment while expanding your tax expertise.