Seasonal Tax Pro: Expert Prep & Client Advisory

H&R Block, Inc.; El Monte (CA); On-site; USD 23,000 - 110,000; Full time

Job summary

H&R Block, Inc. is seeking a Seasonal Experienced Tax Professional to prepare returns for clients with complex tax situations and to provide consultative guidance in a local block office.

You will interview clients, identify tax savings opportunities, and deliver personalized recommendations while upholding IRS requirements and company standards. This in-person role offers a competitive hourly rate and an incentive plan to recognize your impact.

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

Client-facing experience

Communication skills

IRS/state compliance

Education

High school diploma or equivalent

Bachelor’s degree in accounting/finance

Tools

GoSystem

Ultriax

Job description

H&R Block, Inc. is seeking a Seasonal Experienced Tax Professional to prepare returns for clients with complex tax situations and to provide consultative guidance in a local block office.

You will interview clients, identify tax savings opportunities, and deliver personalized recommendations while upholding IRS requirements and company standards. This in-person role offers a competitive hourly rate and an incentive plan to recognize your impact.