Seasonal Tax Pro - Expert Prep & Client Advisory

H&R Block, Inc.; San Francisco (CA); On-site; USD 26,000 - 110,000; Full time

Job summary

H&R Block, Inc. is seeking an experienced Seasonal Tax Professional to prepare accurate tax returns for individuals and businesses, interviewing clients to understand their financial situations and offering clear recommendations.

You will build trusted client relationships, identify savings opportunities, and provide IRS support as needed. In this in-person role, you will join a team in a local tax office, with strong training and competitive pay and an incentive plan based on performance and

Qualifications

• Successful completion of the HR Block Tax Knowledge Assessment
• Minimum 1 year of experience in tax preparation or related fields
• Experience in client-facing, consultative or advisory role
• Strong verbal and written communication; ability to explain tax concepts
• 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 situations
• Conduct in-depth client interviews to understand financials and implications
• Provide personalized recommendations and identify tax savings opportunities
• Provide IRS support, tax notice assistance, and audit guidance
• Collaborate with team members and contribute to a client-focused office

Skills

Tax preparation

Client communication

Explain tax concepts

IRS/state requirements

Advisory client relationships

Education

High school diploma / GED

Bachelor’s in accounting/finance (preferred)

CPA or Enrolled Agent (EA) (preferred)

Tools

GoSystem

UltraTax

Job description

H&R Block, Inc. is seeking an experienced Seasonal Tax Professional to prepare accurate tax returns for individuals and businesses, interviewing clients to understand their financial situations and offering clear recommendations.

You will build trusted client relationships, identify savings opportunities, and provide IRS support as needed. In this in-person role, you will join a team in a local tax office, with strong training and competitive pay and an incentive plan based on performance and