Seasonal Tax Pro — Expert Returns & Advisory

H&R Block; Brentwood (CA); Vor Ort; USD 23.000 - 110.000; Teilzeit

Zusammenfassung

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations with confidence. You’ll prepare accurate returns, uncover savings opportunities, and build lasting client relationships at a local tax office.

This in-person role involves client interviews, preparing individual and small business returns, offering tax planning guidance, and providing audit and IRS support as needed.

Qualifikationen

• 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
• Bachelor’s degree in accounting, finance or a related field
• 5+ years of experience in tax preparation, accounting, finance, bookkeeping
• CPA or Enrolled Agent (EA), or other IRS Circular 230 credential
• Experience completing complex returns, tax planning, audit support, or tax notice resolution
• Familiarity with GoSystem or Ultratax software
• Familiarity with AI-powered tools (e.g., Microsoft Copilot, ChatGPT)
• Experience in a consultative or advisory client relationship role (financial advising, insurance, or professional services)

Aufgaben

• 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

Kenntnisse

Communication

Interpersonal

Consultative

Tax knowledge

Ausbildung

Bachelor’s degree in accounting or related field

High school diploma / GED / equivalent

CPA or Enrolled Agent (EA) credential

Tools

GoSystem

Ultratax

AI tools

Jobbeschreibung

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations with confidence. You’ll prepare accurate returns, uncover savings opportunities, and build lasting client relationships at a local tax office.

This in-person role involves client interviews, preparing individual and small business returns, offering tax planning guidance, and providing audit and IRS support as needed.