Seasonal Tax Pro: Expert Returns & Client Advisory

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

Job summary

H&R Block is seeking an Experienced Tax Professional for seasonal work in Modesto, CA, delivering accurate tax returns and tailored recommendations. You’ll interview clients to understand their financial situations and identify savings opportunities while using industry-leading training and tools.

You will provide IRS support and audit guidance as needed, building trusted client relationships in a collaborative office setting.

Qualifications

• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping, including preparing individual and business returns
• Experience 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 IRS/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

Interviewing clients

Explain tax concepts

IRS and state requirements

Education

High school diploma / GED

Bachelor’s degree in accounting/finance

CPA or EA credential

Tools

GoSystem

Ultratax

Job description

H&R Block is seeking an Experienced Tax Professional for seasonal work in Modesto, CA, delivering accurate tax returns and tailored recommendations. You’ll interview clients to understand their financial situations and identify savings opportunities while using industry-leading training and tools.

You will provide IRS support and audit guidance as needed, building trusted client relationships in a collaborative office setting.