Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block, Inc.; Virginia Colony (CA); On-site; USD 22,000 - 110,000; Full time

Benefits offered by this job

Medical and prescription coverage

401(k) Plan

Employee Assistance Program

(virtual) fitness center programs

Associate discount program

Business Travel Accident Insurance

Tax Prep benefit

Job summary

H&R Block is seeking a Seasonal Experienced Tax Professional to prepare complex tax returns and advise clients in a local office setting in California.

You will interview clients to assess their financial situations, identify tax-saving opportunities, and provide clear, personalized recommendations while delivering empathetic, consultative service. This role offers in-person work with training and incentive potential.

Qualifications

• Complete the H&R Block Tax Knowledge Assessment.
• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping.
• Experience in a client-facing, consultative, or advisory role.

Responsibilities

• Prepare complete, accurate tax returns for individuals and businesses.
• Conduct in-depth client interviews to understand financial situations and implications.
• Provide personalized tax savings recommendations and product guidance.
• Provide IRS support, tax notices assistance, and audit guidance as needed.
• Collaborate with team members to maintain a positive, client-focused office environment.

Skills

Client-facing

Communication skills

Consultative approach

Explain tax concepts

Education

Bachelor’s degree in accounting/finance

Tools

GoSystem

Ultratax

AI tools

Job description

H&R Block is seeking a Seasonal Experienced Tax Professional to prepare complex tax returns and advise clients in a local office setting in California.

You will interview clients to assess their financial situations, identify tax-saving opportunities, and provide clear, personalized recommendations while delivering empathetic, consultative service. This role offers in-person work with training and incentive potential.