Seasonal Tax Pro: Expert Returns & Advisory

H&R Block; Crestline (CA); On-site; USD 23,000 - 110,000; Part time

Job summary

H&R Block is hiring a Seasonal Experienced Tax Professional to help clients navigate complex tax situations with confidence. You will prepare accurate returns for individuals and businesses, interview clients to understand finances, and offer personalized tax savings opportunities using our training and technology.

You’ll build lasting client relationships with empathetic, consultative service, support IRS inquiries, and work in a local office in California.

Qualifications

• Requires completion of the HR Block Tax Knowledge Assessment.
• At least 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.

Responsibilities

• 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

Skills

Client interaction

Communication skills

Tax knowledge

Advisory experience

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting or related field

Tools

GoSystem

Ultratax

AI tools (Copilot, ChatGPT)

Job description

H&R Block is hiring a Seasonal Experienced Tax Professional to help clients navigate complex tax situations with confidence. You will prepare accurate returns for individuals and businesses, interview clients to understand finances, and offer personalized tax savings opportunities using our training and technology.

You’ll build lasting client relationships with empathetic, consultative service, support IRS inquiries, and work in a local office in California.