Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block; Gilroy (CA); On-site; USD 48,425,000 - 229,233,000; Full time

Job summary

H&R Block in Gilroy, CA is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns, interview clients to understand financial situations, and provide personalized recommendations. You will build trust with clients, identify tax savings opportunities, and work with H&R Block products to enhance service delivery.

This in-person role offers industry-leading training, competitive hourly pay, and an incentive plan rewarding your impact as you grow in tax expertise and

Qualifications

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

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 and relevant H&R Block products
• 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 knowledge

Client interviews

Communication skills

IRS/state requirements

Tax preparation experience

Education

Bachelor’s degree in accounting/finance

CPA or Enrolled Agent (EA)

High school diploma / GED

Tools

GoSystem

Ultratax

Microsoft Copilot

ChatGPT

Job description

H&R Block in Gilroy, CA is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns, interview clients to understand financial situations, and provide personalized recommendations. You will build trust with clients, identify tax savings opportunities, and work with H&R Block products to enhance service delivery.

This in-person role offers industry-leading training, competitive hourly pay, and an incentive plan rewarding your impact as you grow in tax expertise and