Seasonal Tax Pro: Expert Prep & Client Advisory

H&R Block, Inc.; Cupertino (CA); On-site; USD 26,000 - 110,000; Part time

Job summary

H&R Block, Inc. is seeking an Experienced Tax Professional for the upcoming season. In person at a local tax office, you will prepare complete returns for individuals and businesses, interview clients to understand their financials, and identify tax savings opportunities while delivering consultative service.

You'll benefit from industry-leading training and tools, an incentive plan, and a focus on building lasting client relationships as you grow your tax expertise and serve the community.

Qualifications

• 1 year of tax preparation or related experience.
• Successful completion of the H&R Block Tax Knowledge Assessment.
• Ability to explain tax concepts in client-friendly language.
• High school diploma or GED required.

Responsibilities

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

Skills

Client facing

Communication skills

Education

High school diploma or GED

Tools

GoSystem/UltraTax

Job description

H&R Block, Inc. is seeking an Experienced Tax Professional for the upcoming season. In person at a local tax office, you will prepare complete returns for individuals and businesses, interview clients to understand their financials, and identify tax savings opportunities while delivering consultative service.

You'll benefit from industry-leading training and tools, an incentive plan, and a focus on building lasting client relationships as you grow your tax expertise and serve the community.