Seasonal Tax Pro: Expert Returns & Client Advisory

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

Benefits offered by this job

Competitive hourly rate

Incentive plan

Comprehensive benefits

Support for life

Job summary

HR Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns for clients with diverse and complex situations.

You will interview clients, understand financials and implications, and offer personalized recommendations while leveraging HR Block training and technology. The role is in-person at a local HR Block tax office in Modesto, CA, with a competitive hourly rate and an incentive plan based on impact and performance.

Qualifications

• Successful completion of the HR Block Tax Knowledge Assessment
• Minimum 1 year of experience in tax preparation or related field
• client-facing or advisory experience
• Strong verbal and written communication skills
• Must meet IRS and state requirements and complete continuing education
• High school diploma or equivalent required

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse situations
• Conduct in-depth client interviews to understand financials and tax implications
• Provide recommendations and identify tax savings opportunities and HR Block products
• Provide IRS notice support and audit guidance as needed
• Collaborate with team and contribute to a positive client-focused office environment

Skills

Client facing

Communication

Tax knowledge

Education

Bachelor’s degree in accounting/finance

High school diploma / GED

Tools

GoSystem

Ultras Tax

AI tools (Copilot/ChatGPT)

Job description

HR Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns for clients with diverse and complex situations.

You will interview clients, understand financials and implications, and offer personalized recommendations while leveraging HR Block training and technology. The role is in-person at a local HR Block tax office in Modesto, CA, with a competitive hourly rate and an incentive plan based on impact and performance.