Seasonal Tax Pro: Expert Returns & Client Advisory

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

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations, prepare accurate returns, and uncover savings opportunities at a local tax office.

You will conduct client interviews, build trusted relationships, provide recommendations, and support on notices with guidance from industry-leading training and technology. This in-person role offers an hourly rate and incentive plan, with opportunities to grow in tax and financial services.

Qualifications

• 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

Tax preparation experience

Client-facing experience

IRS/state requirements knowledge

Communication skills

Continuing education compliance

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance, or related field

Tools

GoSystem software

Ultratax

AI tools (Copilot/ChatGPT)

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations, prepare accurate returns, and uncover savings opportunities at a local tax office.

You will conduct client interviews, build trusted relationships, provide recommendations, and support on notices with guidance from industry-leading training and technology. This in-person role offers an hourly rate and incentive plan, with opportunities to grow in tax and financial services.