Seasonal Tax Pro - Expert Returns & Advisory

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

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations, prepare accurate returns, and uncover savings opportunities. Youʼll deliver friendly, consultative service and work with a team in a local office, supported by training and technology.

In this in-person role, you’ll interview clients, explain tax concepts clearly, handle IRS notices when needed, and build lasting relationships while applying knowledge to individual and business returns.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment
• Minimum 1 year of experience in tax preparation or related field including individual and business returns
• Experience in client-facing, consultative, or advisory roles
• Strong verbal and written communication skills with ability to explain tax concepts simply
• Must meet IRS/state continuing education requirements
• High school diploma or GED required

Responsibilities

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

Skills

Tax knowledge assessment

Tax preparation

Client communication

IRS rules/requirements

Education

High school diploma

Bachelor’s degree (preferred)

Tools

GoSystem

Ultratax

Microsoft Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations, prepare accurate returns, and uncover savings opportunities. Youʼll deliver friendly, consultative service and work with a team in a local office, supported by training and technology.

In this in-person role, you’ll interview clients, explain tax concepts clearly, handle IRS notices when needed, and build lasting relationships while applying knowledge to individual and business returns.