Seasonal Tax Pro: Expert Returns & Client Advisory

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

Job summary

H&R Block in Campbell, CA is seeking a seasonal Experienced Tax Professional to guide clients through complex tax situations, prepare accurate returns, and uncover tax savings opportunities.

You'll conduct client interviews, explain tax concepts in clear language, and build lasting relationships, supported by industry-leading training and tools. This in-person role offers a competitive hourly rate and performance incentives as you expand tax expertise.

Qualifications

• Completion of the H&R Block Tax Knowledge Assessment or enrollment.
• Minimum 1 year of tax preparation or advisory experience.
• Experience in a client-facing, consultative role.
• Strong verbal and written communication; ability to explain tax concepts clearly.
• Must meet ongoing IRS/state education and licensure requirements.
• High school diploma or equivalent required.

Responsibilities

• Prepare complete, accurate tax returns for individuals and businesses.
• Conduct in-depth client interviews to assess financial situations and life changes.
• Provide clear, personalized tax recommendations and savings opportunities.
• Build trusted client relationships with empathetic, consultative service.
• Provide IRS support, audit guidance, and notice resolution as needed.

Skills

Tax knowledge

Client communication

IRS requirements

Training adaptability

Education

HS diploma/GED

Bachelor in accounting/finance

CPA or EA

Tools

GoSystem

Ultratax

Job description

H&R Block in Campbell, CA is seeking a seasonal Experienced Tax Professional to guide clients through complex tax situations, prepare accurate returns, and uncover tax savings opportunities.

You'll conduct client interviews, explain tax concepts in clear language, and build lasting relationships, supported by industry-leading training and tools. This in-person role offers a competitive hourly rate and performance incentives as you expand tax expertise.