Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block, Inc.; Santa Maria (CA); On-site; USD 66,000 - 110,000; Part time

Benefits offered by this job

Medical coverage

401(k) Plan

Employee Assistance Program

Fitness center programs

Associate discount program

Business Travel Accident Insurance

Associate Tax Prep benefit

Job summary

H&R Block in Santa Maria, CA seeks a Seasonal Experienced Tax Professional to prepare returns, interview clients, and provide personalized tax guidance. You’ll leverage training and technology, earn hourly pay, and participate in incentive plans as you grow tax expertise and client relationships.

The role emphasizes accurate returns, client-focused service, and collaboration with the office team in a local tax office setting.

Qualifications

• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping.
• Experience preparing individual and business returns in a client-facing role.
• Must meet IRS and state continuing education requirements.

Responsibilities

• Prepare complete, accurate tax returns for clients with complex tax situations.
• Conduct in-depth client interviews to understand financial situations and tax implications.
• Provide clear, personalized recommendations and tax savings opportunities.

Skills

Tax knowledge

Client communication

In-person service

IRS/state requirements

Education

High school diploma

Bachelor’s degree in accounting/finance

CPA/EA credential

Tools

GoSystem

Ultratax

AI tools (Copilot/ChatGPT)

Job description

H&R Block in Santa Maria, CA seeks a Seasonal Experienced Tax Professional to prepare returns, interview clients, and provide personalized tax guidance. You’ll leverage training and technology, earn hourly pay, and participate in incentive plans as you grow tax expertise and client relationships.

The role emphasizes accurate returns, client-focused service, and collaboration with the office team in a local tax office setting.