Seasonal Tax Pro: Expert Returns & Client Advisory

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

Job summary

H&R Block seeks an Experienced Tax Professional to prepare accurate tax returns for clients with diverse situations, conducting in-depth interviews and offering personalized recommendations. You’ll build trusted relationships, highlight tax-saving opportunities, and work with IRS support and audit guidance as needed.

This in-person, seasonal role emphasizes client-focused service and continued learning within a supportive office environment, with competitive hourly pay and incentive plans.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment
• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping
• Experience in a client facing, consultative, or advisory role
• Strong verbal and written communication skills, able 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 and provide clear recommendations
• Build trusted client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and H&R Block products
• Provide IRS support, tax notice assistance, and audit guidance to clients as needed
• Collaborate with team members and contribute to a positive, client-focused office environment

Skills

Client facing experience

Communication skills

Tax knowledge

Education

High school diploma or GED

Bachelor’s degree in accounting/finance

CPA or Enrolled Agent (EA)

Tools

GoSystem

UltraTax

AI tools (Copilot, ChatGPT)

Job description

H&R Block seeks an Experienced Tax Professional to prepare accurate tax returns for clients with diverse situations, conducting in-depth interviews and offering personalized recommendations. You’ll build trusted relationships, highlight tax-saving opportunities, and work with IRS support and audit guidance as needed.

This in-person, seasonal role emphasizes client-focused service and continued learning within a supportive office environment, with competitive hourly pay and incentive plans.