Seasonal Tax Pro — Expert Prep & Client Advisory

H&R Block, Inc.; Laguna Niguel (CA); On-site; USD 22,000 - 110,000; Full time

Benefits offered by this job

Medical coverage

401(k) Savings Plan

Employee Assistance Program

Associate discount program

Job summary

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare accurate returns and uncover savings opportunities. You will interview clients, explain tax concepts clearly, and build lasting relationships in a local in-person office.

Join a team backed by extensive training, technology, and incentive plans tied to your impact while delivering empathetic, consultative service to diverse clients.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment.
• 1+ year of experience in tax preparation or related fields.
• Experience in client-facing, consultative or advisory roles.
• Able to explain tax concepts in client-friendly language.
• Must meet IRS/state continuing education requirements.

Responsibilities

• Prepare complete tax returns for individuals and businesses.
• Conduct client interviews to assess financial situations and implications.
• Identify tax savings opportunities and offer relevant products.
• Provide IRS support, notices, and audit guidance as needed.
• Collaborate with team to maintain a positive client-focused office.

Skills

Tax knowledge

Client interviews

Communication skills

IRS/state compliance

Advisory role

Education

High school diploma or GED

Bachelor’s degree in accounting/finance

CPA or Enrolled Agent (EA)

Tools

GoSystem

UltraTax

AI tools (Copilot/ChatGPT)

Job description

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare accurate returns and uncover savings opportunities. You will interview clients, explain tax concepts clearly, and build lasting relationships in a local in-person office.

Join a team backed by extensive training, technology, and incentive plans tied to your impact while delivering empathetic, consultative service to diverse clients.