Seasonal Tax Pro: Expert Returns & Client Advisory

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

Benefits offered by this job

Medical and prescription drug coverage

401(k) Plan

Employee Assistance Program

Fitness center programs

Associate Tax Prep benefit

Discount program

Business Travel Accident Insurance

Job summary

H&R Block in Santa Rosa, CA is seeking an Experienced Tax Professional to prepare complete, accurate returns for individuals and businesses, conduct in-depth client interviews, and provide clear, personalized recommendations.

This in-person seasonal role offers industry-leading training, competitive hourly pay, and incentives as you build tax expertise and serve clients. You will support IRS processes and collaborate with a welcoming team in a client-focused office.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment
• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping, including preparing individual and business returns
• Experience working in a client facing, consultative, or advisory role
• Strong verbal and written communication skills, including the ability to explain tax concepts in client-friendly language
• Must complete continuing education and meet all other IRS and applicable state requirements
• High school diploma / GED / equivalent required

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse and complex tax situations, including individual and business returns
• Conduct in-depth client interviews to understand financial situations, life changes, and tax implications — then provide clear, personalized recommendations
• Build trusted client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and relevant H&R Block products
• Provide IRS support, tax notice assistance, and audit guidance to clients as needed
• Collaborate with team members, share knowledge, and contribute to a positive, client-focused office environment

Skills

Client-facing experience

Verbal and written communication

IRS/state requirements knowledge

Education

High school diploma / GED

Tools

GoSystem

Ultratax

AI tools (Copilot, ChatGPT)

Job description

H&R Block in Santa Rosa, CA is seeking an Experienced Tax Professional to prepare complete, accurate returns for individuals and businesses, conduct in-depth client interviews, and provide clear, personalized recommendations.

This in-person seasonal role offers industry-leading training, competitive hourly pay, and incentives as you build tax expertise and serve clients. You will support IRS processes and collaborate with a welcoming team in a client-focused office.