Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block, Inc.; Baldwin Park (CA); On-site; USD 66,000 - 110,000; Full time

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to prepare complete, accurate tax returns and guide clients through complex tax situations. You will interview clients, offer personalized recommendations, and help identify tax savings while upholding a client-focused service standard.

Join a team that supports your growth with industry-leading training and technology, in a local office setting.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment.
• 1 year of experience in tax preparation, accounting, finance, or bookkeeping, including individual and business returns.
• Experience in a client-facing, consultative, or advisory role.
• Strong verbal and written communication; ability to explain tax concepts simply.
• Must complete continuing education and meet IRS/state requirements.
• High school diploma / GED / equivalent.

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse and complex tax situations.
• Conduct in-depth client interviews to understand financial situations and tax implications; provide clear 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 as needed.
• Collaborate with team members and contribute to a positive, client-focused office environment.

Skills

Client interviews

Tax preparation

Communication

Advisory mindset

Education

High school diploma / GED

Bachelor’s degree (preferred)

CPA or EA (preferred)

Tools

GoSystem

UltraTax

AI tools (Copilot / ChatGPT)

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to prepare complete, accurate tax returns and guide clients through complex tax situations. You will interview clients, offer personalized recommendations, and help identify tax savings while upholding a client-focused service standard.

Join a team that supports your growth with industry-leading training and technology, in a local office setting.