Seasonal Tax Pro: Expert Returns & Client Impact

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

Job summary

H&R Block in California seeks a Seasonal Experienced Tax Professional to prepare complete and accurate tax returns for clients with diverse situations, conducting in-depth client interviews and delivering clear recommendations. You’ll build trusted relationships while identifying tax savings and cross-selling Block products.

You’ll work in-person at a local office, participate in incentive programs, and access industry-leading training and technology to grow your tax expertise and serve clients

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 in a client facing, consultative, or advisory role
• Strong verbal and written communication skills, including explaining tax concepts clearly to clients
• Must complete continuing education and meet IRS/state requirements
• High school diploma or GED is required

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse and complex situations
• Conduct in-depth client interviews to understand financial situations and tax implications
• Provide clear, personalized recommendations and potential tax savings
• Provide IRS support, tax notice assistance, and audit guidance as needed
• Collaborate with team and contribute to a client-focused office environment

Skills

Tax knowledge

Client communication

Attention to detail

IRS/state compliance knowledge

Advisory/consultative

Education

High school diploma or GED

Bachelor’s degree in accounting/finance

CPA or Enrolled Agent (EA)

Tools

GoSystem

Ultratax

AI tools (Copilot/ChatGPT)

Job description

H&R Block in California seeks a Seasonal Experienced Tax Professional to prepare complete and accurate tax returns for clients with diverse situations, conducting in-depth client interviews and delivering clear recommendations. You’ll build trusted relationships while identifying tax savings and cross-selling Block products.

You’ll work in-person at a local office, participate in incentive programs, and access industry-leading training and technology to grow your tax expertise and serve clients