Seasonal Tax Pro - Expert Returns & Client Advisory

H&R Block, Inc.; Redlands (CA); On-site; USD 66,000 - 110,000; Full time

Job summary

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare returns for individuals and businesses, interview clients, and uncover savings opportunities using our training and technology.

This in-person role offers competitive pay and an incentive plan that rewards your impact as you build your tax expertise and serve clients. The role is in-person at a local H&R Block tax office, with responsibilities including client interviews, delivering personalized recommendations, and

Qualifications

• Must pass the HR Block Tax Knowledge Assessment
• At least 1 year of tax-related experience
• Experience in a client-facing advisory role
• Strong written and verbal communication
• Must meet IRS/state requirements and have a high school diploma or equivalent

Responsibilities

• Prepare complete, accurate tax returns for individuals and businesses
• Conduct in-depth client interviews to assess financial situations and tax implications
• Provide tax savings recommendations and upsell relevant products
• Offer IRS support and audit guidance as needed
• Collaborate with team to maintain a positive client-focused office

Skills

Tax preparation

Client interviewing

Communication skills

IRS knowledge

Education

High school diploma / GED

Bachelor’s degree (preferred)

CPA or EA (preferred)

Tools

GoSystem Tax

UltraTax

Job description

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare returns for individuals and businesses, interview clients, and uncover savings opportunities using our training and technology.

This in-person role offers competitive pay and an incentive plan that rewards your impact as you build your tax expertise and serve clients. The role is in-person at a local H&R Block tax office, with responsibilities including client interviews, delivering personalized recommendations, and