Seasonal Tax Pro: Expert Prep & Client Advisory

H&R Block, Inc.; Santa Monica (CA); On-site; USD 25,000 - 110,000; Full time

Benefits offered by this job

Incentive plan

Competitive hourly rate

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to guide clients through complex tax scenarios with confidence. You’ll prepare accurate returns, uncover savings opportunities, and build lasting client relationships using our training and technology.

This in-person role offers an hourly rate and an incentive plan tied to impact as you grow in tax expertise. Join a supportive, client-focused 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 client-facing, consultative, or advisory roles.
• Strong verbal and written communication; ability to explain tax concepts clearly.
• Must meet continuing education and IRS/state requirements.
• High school diploma or GED or equivalent.

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse and complex situations.
• Conduct in-depth client interviews to understand financial life changes and implications.
• Build trusted client relationships and identify tax savings and product opportunities.
• Provide IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team members and contribute to a positive office environment.

Skills

Client interviewing

Communication skills

Tax knowledge

Explain tax concepts

IRS/state requirements

Education

Bachelor's degree in accounting/finance/related

CPA or Enrolled Agent (EA) or equivalent

Tools

GoSystem

UltraTax

AI tools (Copilot, ChatGPT)

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to guide clients through complex tax scenarios with confidence. You’ll prepare accurate returns, uncover savings opportunities, and build lasting client relationships using our training and technology.

This in-person role offers an hourly rate and an incentive plan tied to impact as you grow in tax expertise. Join a supportive, client-focused office.