Seasonal Tax Pro — Expert Returns & Client Advisory

H&R Block; Cottonwood (CA); Sur place; USD 23 000 - 110 000; Plein temps

Avantages offerts par ce poste

Competitive pay

Incentive plan

Industry-leading training

Career growth opportunities

Résumé du poste

H&R Block is seeking a Seasonal Experienced Tax Professional in California to prepare complete and accurate tax returns for clients with diverse tax situations. You will interview clients to understand finances, then provide personalized recommendations and identify savings opportunities.

The role emphasizes empathetic, client-focused service within a local office. You will support IRS interactions, deliver audit guidance as needed, and collaborate with team members to maintain a positive office

Qualifications

• Strong verbal and written communication skills; explain tax concepts in client-friendly language.
• Experience in a client-facing, consultative, or advisory role.
• Must complete continuing education and meet IRS/state requirements; HS diploma or equivalent.

Responsabilités

• Prepare complete, accurate tax returns for individuals and businesses.
• Conduct in-depth client interviews to understand finances and tax implications; provide personalized recommendations.
• Build trusted client relationships by delivering empathetic, consultative service and identifying savings opportunities.

Connaissances

Communication

Client-facing

Consultative advisory

Formation

HS Diploma or GED

Bachelor’s in accounting/finance

CPA/EA credential

Outils

GoSystem

UltrasTax

AI tools (Copilot/ChatGPT)

Description du poste

H&R Block is seeking a Seasonal Experienced Tax Professional in California to prepare complete and accurate tax returns for clients with diverse tax situations. You will interview clients to understand finances, then provide personalized recommendations and identify savings opportunities.

The role emphasizes empathetic, client-focused service within a local office. You will support IRS interactions, deliver audit guidance as needed, and collaborate with team members to maintain a positive office