Seasonal Tax Pro: Expert Returns, Client Focus, Incentives

H&R Block; Goleta (CA); On-site; USD 22,000 - 110,000; Full time

Job summary

H&R Block is seeking an Experienced Tax Professional for seasonal, in-person work at a Goleta, CA tax office. You will prepare comprehensive tax returns for individuals and businesses, interview clients to assess financial situations, and offer personalized recommendations with a focus on tax savings and product opportunities.

You will engage in IRS support, notices, and audit guidance as needed, while collaborating with the team to foster a positive, client-focused environment and ensure

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

Verbal communication

Written communication

Client facing

Education

High school diploma / GED

Bachelor’s degree (preferred)

Tools

GoSystem

Ultratax

Microsoft Copilot

ChatGPT

Job description

H&R Block is seeking an Experienced Tax Professional for seasonal, in-person work at a Goleta, CA tax office. You will prepare comprehensive tax returns for individuals and businesses, interview clients to assess financial situations, and offer personalized recommendations with a focus on tax savings and product opportunities.

You will engage in IRS support, notices, and audit guidance as needed, while collaborating with the team to foster a positive, client-focused environment and ensure