Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block; Santa Clarita (CA); On-site; USD 23,000 - 110,000; Full time

Benefits offered by this job

Competitive pay

Comprehensive benefits

Support for life both in and outside

Medical and prescription drug coverage

401(k) Retirement Savings Plan

Employee Assistance Program

Virtual fitness center programs

Associate discount program

Business Travel Accident Insurance

Associate Tax Prep benefit

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate returns for individuals and businesses, interview clients to understand their financial situations, and offer personalized tax recommendations. You’ll drive savings opportunities while delivering empathetic, consultative service in a local office.

Join a team backed by extensive training and technology, with a competitive hourly rate and an incentive plan tied to impact.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment
• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping
• Experience working in a client facing, consultative, or advisory role
• Must complete continuing education and meet all other IRS and applicable state requirements
• High school diploma / GED / equivalent required
• Bachelor’s degree in accounting, finance or a related field
• CPA or Enrolled Agent (EA) credential preferred
• Experience with complex returns, tax planning, or audit support

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse and complex tax situations
• Conduct in-depth client interviews to understand financial situations and tax implications
• Build trusted client relationships by delivering empathetic, consultative service and identifying tax savings opportunities
• Provide IRS support, tax notice assistance, and audit guidance as needed
• Collaborate with team members and contribute to a positive, client-focused office environment

Skills

Tax knowledge

Client facing

Communication skills

Education

High school diploma / GED / equivalent

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

Tools

GoSystem

Ultratax

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate returns for individuals and businesses, interview clients to understand their financial situations, and offer personalized tax recommendations. You’ll drive savings opportunities while delivering empathetic, consultative service in a local office.

Join a team backed by extensive training and technology, with a competitive hourly rate and an incentive plan tied to impact.