Seasonal Tax Pro: Expert Prep & Client Advisory

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

Benefits offered by this job

Competitive pay

401(k) plan

Associate discount program

Training and incentives

Job summary

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare returns, interview clients, and provide personalized tax guidance in a local office.

You will use tax software to handle diverse scenarios, ensure accuracy, and help clients maximize savings while building lasting relationships. This role offers competitive hourly pay and an incentive plan, with in-person service at a local tax office.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment.
• Minimum 1 year of experience in tax preparation or related fields.
• Experience in a client-facing, advisory role.
• Strong verbal and written communication skills; explain tax concepts clearly.
• Must complete continuing education and meet IRS/state requirements.
• High school diploma or GED or equivalent.

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse tax situations (individuals and businesses).
• Conduct in-depth client interviews to understand finances and tax implications; provide personalized recommendations.
• Build trusted client relationships and identify 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 to maintain a positive, client-focused office environment.

Skills

Client interviewing

Communication skills

IRS knowledge

Tax concepts explanation

Education

High school diploma

Bachelor’s degree (preferred)

Tools

GoSystem

UltriaTax

Job description

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare returns, interview clients, and provide personalized tax guidance in a local office.

You will use tax software to handle diverse scenarios, ensure accuracy, and help clients maximize savings while building lasting relationships. This role offers competitive hourly pay and an incentive plan, with in-person service at a local tax office.