Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block; Napa (CA); On-site; USD 23,000 - 110,000; Part time

Job summary

H&R Block is seeking a Seasonal Experienced Tax Professional to prepare accurate returns for individuals and businesses, interview clients to uncover tax implications, and offer personalized recommendations. You will build lasting client relationships, identify savings opportunities, and support clients with IRS notices and audits.

This in-person role at a local H&R Block office. The position emphasizes high-quality service, knowledge sharing with the team, and participation in an

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
• Bachelor’s degree in accounting, finance or a related field (preferred)
• 5+ years of experience in tax preparation, accounting, finance, bookkeeping (preferred)
• CPA or Enrolled Agent (EA), or other IRS Circular 230 credential (preferred)
• Experience completing complex returns, tax planning, audit support, or tax notice resolution (preferred)
• Familiarity with GoSystem or Ultratax software (preferred)
• Familiarity with AI-powered tools (e.g., Microsoft Copilot, ChatGPT) (preferred)
• Experience in a consultative or advisory client relationship role (financial advising, insurance, or professional services) (preferred)

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 assessment

Tax preparation experience

Client-facing

Communication skills

IRS compliance

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance or related field

Job description

H&R Block is seeking a Seasonal Experienced Tax Professional to prepare accurate returns for individuals and businesses, interview clients to uncover tax implications, and offer personalized recommendations. You will build lasting client relationships, identify savings opportunities, and support clients with IRS notices and audits.

This in-person role at a local H&R Block office. The position emphasizes high-quality service, knowledge sharing with the team, and participation in an