Seasonal Tax Pro: Expert Returns & Client Guidance

H&R Block, Inc.; Ione (CA); On-site; USD 22,000 - 110,000; Part time

Benefits offered by this job

Competitive hourly rate

Incentive plan

Competitive pay

Comprehensive benefits

Support for life

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate returns for clients with complex tax situations, conduct in-depth client interviews, and deliver personalized recommendations. Build trusted relationships and identify tax savings opportunities while supported by training and technology in an in-person local office.

The role emphasizes client-focused service, IRS/state requirements compliance, and collaboration with team members to sustain a positive office

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment
• Minimum 1 year of experience in tax preparation or related field
• Experience in a client-facing, consultative role
• Ability to explain tax concepts in client-friendly language
• Must complete continuing education and meet IRS/state requirements
• High school diploma or equivalent required

Responsibilities

• Prepare complete, accurate tax returns for diverse and complex situations
• Conduct in-depth client interviews and provide personalized recommendations
• Build trusted client relationships and identify tax savings opportunities
• Provide IRS support, tax notice assistance, and audit guidance as needed
• Collaborate with team and contribute to a positive office environment

Skills

Tax knowledge

Client interaction

Communication skills

IRS/state requirements

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance or related field

Tools

GoSystem

Ultratax

AI tools (Copilot / ChatGPT)

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate returns for clients with complex tax situations, conduct in-depth client interviews, and deliver personalized recommendations. Build trusted relationships and identify tax savings opportunities while supported by training and technology in an in-person local office.

The role emphasizes client-focused service, IRS/state requirements compliance, and collaboration with team members to sustain a positive office