Seasonal Tax Pro — Expert Returns & Client Advisory

H&R Block, Inc.; Mission Viejo (CA); On-site; USD 23,000 - 110,000; Full time

Job summary

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to guide clients through complex tax situations with confidence.

You will prepare complete returns for individuals and businesses, conduct in-depth client interviews, and offer personalized recommendations. This in-person role at a local tax office provides industry-leading training, a competitive hourly rate, and an incentive plan to reward impact as you build tax expertise and client relationships.

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

Client-facing communication

Tax knowledge

IRS rules

Client interviewing

Adaptability

Education

Bachelor's degree in accounting/finance or related field

High school diploma / GED

Tools

GoSystem

Ultratax

Job description

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to guide clients through complex tax situations with confidence.

You will prepare complete returns for individuals and businesses, conduct in-depth client interviews, and offer personalized recommendations. This in-person role at a local tax office provides industry-leading training, a competitive hourly rate, and an incentive plan to reward impact as you build tax expertise and client relationships.