Seasonal Tax Pro — Expert Returns & Client Advisory

H&R Block; Salinas (CA); On-site; USD 22,000 - 110,000; Full time

Job summary

H&R Block in Salinas, CA is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations. You will prepare accurate returns for individuals and businesses, interview clients, and offer personalized recommendations using our training and technology.

This in-person role offers a competitive hourly rate plus an incentive plan, with opportunities to grow in tax and financial services as you build expertise and serve clients in our office.

Qualifications

• Successful completion of the HR Block Tax Knowledge Assessment.
• Minimum 1 year of experience in tax preparation or related fields.
• Experience in client-facing advisory roles.
• Ability to explain tax concepts clearly to clients.
• Must meet IRS/state continuing education requirements.

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.
• Offer IRS support, tax notice assistance, and audit guidance.
• Collaborate with team members to maintain a positive office environment.

Skills

Tax knowledge assessment

Client interviews

IRS guidance

Explain tax concepts

Communication skills

Education

High school diploma or GED

Bachelor's degree in accounting/finance (preferred)

Tools

GoSystem

UltrasTax

Job description

H&R Block in Salinas, CA is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations. You will prepare accurate returns for individuals and businesses, interview clients, and offer personalized recommendations using our training and technology.

This in-person role offers a competitive hourly rate plus an incentive plan, with opportunities to grow in tax and financial services as you build expertise and serve clients in our office.