Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block; Novato (CA); On-site; USD 25,000 - 110,000; Full time

Benefits offered by this job

Medical coverage

401(k) plan

Employee assistance program

Fitness center access

Associate discount

Job summary

H&R Block in California is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations with confidence. You will prepare accurate returns, uncover savings opportunities, and build lasting client relationships — backed by industry-leading training and technology, a competitive hourly rate, and an incentive plan that rewards your impact as you grow your tax expertise.

This role is in-person at a local H&R Block tax office, with opportunities to develop

Qualifications

• High school diploma or GED required; continued education preferred.
• 1 year of experience in tax preparation or related fields.
• Experience in client-facing or advisory roles.
• Ability to explain tax concepts in simple terms; strong communication.

Responsibilities

• Prepare complete, accurate tax returns for individuals and businesses.
• Conduct in-depth client interviews to understand financial situations.
• Provide personalized recommendations and identify tax savings opportunities.
• Explain tax concepts clearly and build trusted client relationships.
• Support clients with IRS notices and audit guidance as needed.

Skills

Client interviewing

Communication

Tax knowledge

Education

High school diploma

Bachelor’s degree

CPA/EA credential

Tools

GoSystem

Ultratax

AI tools

Job description

H&R Block in California is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations with confidence. You will prepare accurate returns, uncover savings opportunities, and build lasting client relationships — backed by industry-leading training and technology, a competitive hourly rate, and an incentive plan that rewards your impact as you grow your tax expertise.

This role is in-person at a local H&R Block tax office, with opportunities to develop