Seasonal Tax Pro - Expert Returns & Client Advisory

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

Benefits offered by this job

401(k) plan

Medical coverage

Associate discount program

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations with confidence. You will prepare accurate individual and business returns, conduct in-depth client interviews, and provide personalized recommendations backed by strong training and technology.

This in-person role offers an hourly rate with incentives, and opportunities to grow tax expertise while serving clients in a local office environment.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment
• Minimum 1 year of experience in tax preparation or related field
• Experience in a client-facing, consultative, or advisory role
• Strong verbal and written communication skills; ability to explain tax concepts clearly
• Must complete continuing education and meet IRS/state requirements
• High school diploma or GED or equivalent

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
• 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

Tax preparation

Client interviewing

IRS rules

Communication

GoSystem / Ultratax

Education

High school diploma or GED

Tools

GoSystem

Ultratax

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations with confidence. You will prepare accurate individual and business returns, conduct in-depth client interviews, and provide personalized recommendations backed by strong training and technology.

This in-person role offers an hourly rate with incentives, and opportunities to grow tax expertise while serving clients in a local office environment.