Seasonal Tax Pro — Expert Returns & Client Impact

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

Benefits offered by this job

Competitive pay

Incentive plan

Comprehensive benefits

401(k) plan

Job summary

H&R Block is seeking a Seasonal Experienced Tax Professional to prepare accurate tax returns for individuals and businesses, conduct client interviews, and provide personalized tax-saving guidance in a local office setting.

You will build lasting client relationships, leverage industry-leading training and technology, and participate in an incentive plan tied to impact and tax expertise development. In-person duties and ongoing education are required for success in this role.

Qualifications

• Successful completion of the HR 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

Client-facing experience

Communication skills

Explain tax concepts clearly

Education

High school diploma or GED

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 tax returns for individuals and businesses, conduct client interviews, and provide personalized tax-saving guidance in a local office setting.

You will build lasting client relationships, leverage industry-leading training and technology, and participate in an incentive plan tied to impact and tax expertise development. In-person duties and ongoing education are required for success in this role.