Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block, Inc.; South Gate (CA); On-site; USD 23,000 - 110,000; Full time

Job summary

H&R Block, Inc. is hiring a seasonal Experienced Tax Professional to prepare complete and accurate tax returns for clients with diverse situations. The role involves conducting client interviews, offering personalized recommendations, and delivering consultative service to uncover tax savings opportunities.

The position is in-person at a local H&R Block tax office in California, with training, competitive hourly pay, and an incentive plan based on impact and tax expertise development.

Qualifications

• Minimum 1 year in tax preparation, accounting, finance, or bookkeeping, including individual and business returns
• Experience in a client-facing, consultative, or advisory role
• Strong verbal and written communication, able to explain tax concepts clearly
• Complete continuing education and meet IRS/state requirements
• High school diploma or equivalent required

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse tax situations, including individuals and businesses
• Conduct in-depth client interviews to understand finances and tax implications
• Provide recommendations and identify tax savings opportunities and relevant Block products
• Provide IRS support, notice assistance, and audit guidance as needed
• Collaborate with team members to maintain a positive, client-focused office environment

Skills

Client facing

Communication

Education

High school diploma

GED

Tools

GoSystem

Ultratax

Job description

H&R Block, Inc. is hiring a seasonal Experienced Tax Professional to prepare complete and accurate tax returns for clients with diverse situations. The role involves conducting client interviews, offering personalized recommendations, and delivering consultative service to uncover tax savings opportunities.

The position is in-person at a local H&R Block tax office in California, with training, competitive hourly pay, and an incentive plan based on impact and tax expertise development.