Seasonal Tax Pro: Expert Returns & Client Guidance

H&R Block, Inc.; El Cajon (CA); On-site; USD 25,000 - 110,000; Part time

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate returns for clients with complex tax needs. You will interview clients, deliver personalized recommendations, and help uncover savings opportunities using Block’s training and technology.

This in-person role emphasizes client service and tax knowledge in a local office. Ideal candidates bring at least 1 year of tax experience, strong communication skills, and ability to work with diverse clients; continuing

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 a client-facing, consultative or advisory role
• Strong verbal and written communication skills
• Must complete continuing education and meet IRS/state 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 tax implications
• Provide personalized recommendations and identify tax savings opportunities
• Provide IRS support, tax notice assistance, and audit guidance
• Collaborate with team members to maintain a client-focused office environment

Skills

Client-facing experience

Communication skills

Tax knowledge

Attention to detail

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance or related field

CPA or Enrolled Agent (EA)

Tools

GoSystem

Ultratax

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate returns for clients with complex tax needs. You will interview clients, deliver personalized recommendations, and help uncover savings opportunities using Block’s training and technology.

This in-person role emphasizes client service and tax knowledge in a local office. Ideal candidates bring at least 1 year of tax experience, strong communication skills, and ability to work with diverse clients; continuing