Seasonal Tax Pro: Expert Returns & Client Advisory

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

Benefits offered by this job

Medical and prescription drug coverage

401(k) Plan

Associate discount program

Job summary

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare accurate returns for individuals and businesses while interviewing clients to understand their financial situations. You will offer personalized recommendations, highlight tax savings opportunities, and support clients with IRS notices.

This in-person role is based at a local H&R Block tax office, with training and access to resources to grow tax expertise and serve clients effectively.

Qualifications

• Minimum 1 year of experience in tax preparation or related field.
• Experience in client-facing, consultative, or advisory roles.
• Must complete continuing education and meet IRS/state requirements.

Responsibilities

• Prepare complete, accurate tax returns for individuals and businesses.
• Conduct in-depth client interviews to understand financial situations and provide recommendations.
• Build trusted client relationships and identify tax savings opportunities and product options.
• Provide IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team members to maintain a positive, client-focused office environment.

Skills

Client-facing experience

Communication skills

Tax knowledge

Education

High school diploma / GED

Bachelor’s degree (preferred)

Tools

GoSystem

Ultratax

AI-powered tools (e.g., Copilot, ChatGPT)

Job description

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare accurate returns for individuals and businesses while interviewing clients to understand their financial situations. You will offer personalized recommendations, highlight tax savings opportunities, and support clients with IRS notices.

This in-person role is based at a local H&R Block tax office, with training and access to resources to grow tax expertise and serve clients effectively.