Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block; Lompoc (CA); On-site; USD 66,000 - 110,000; Full time

Benefits offered by this job

401(k) Plan

Associate Tax Prep benefit

Employee Assistance Program

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to prepare complete and accurate tax returns for clients with diverse and complex tax situations, including individual and business returns.

The role emphasizes in-depth client interviews to understand financial situations, life changes, and tax implications, followed by clear, personalized recommendations. You will build trusted client relationships, identify tax savings opportunities, and provide IRS support as needed.

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

Communication skills

Client-facing experience

Interviewing and advisory skills

Education

High school diploma / GED

Bachelor’s degree in accounting or related field

CPA or Enrolled Agent (EA)

Tools

GoSystem

Ultratax

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to prepare complete and accurate tax returns for clients with diverse and complex tax situations, including individual and business returns.

The role emphasizes in-depth client interviews to understand financial situations, life changes, and tax implications, followed by clear, personalized recommendations. You will build trusted client relationships, identify tax savings opportunities, and provide IRS support as needed.