Seasonal Tax Pro — Expert Returns & Client Advisory

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

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate returns and uncover tax savings opportunities while building lasting client relationships. This in-person role emphasizes client interviews, clear explanations, and collaboration with a supportive team.

Successful candidates will have 1+ year in tax-related work, be comfortable with IRS and state requirements, and use GoSystem/Ultratax or AI tools to enhance service delivery in a local tax office.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment
• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping
• Experience in client-facing, consultative, or advisory roles
• Strong communication skills to explain tax concepts clearly
• Must meet IRS/state continuing education requirements
• High school diploma or equivalent

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse and complex situations
• Conduct in-depth client interviews to understand financials and implications
• 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 client-focused office

Skills

Client-facing experience

Verbal and written communication

Tax concepts explained clearly

IRS/state requirements knowledge

Education

High school diploma / GED / equivalent

Tools

GoSystem

Ultratax

AI-powered tools (Copilot/ChatGPT)

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate returns and uncover tax savings opportunities while building lasting client relationships. This in-person role emphasizes client interviews, clear explanations, and collaboration with a supportive team.

Successful candidates will have 1+ year in tax-related work, be comfortable with IRS and state requirements, and use GoSystem/Ultratax or AI tools to enhance service delivery in a local tax office.