Seasonal Tax Pro: Expert Returns & Client Impact

H&R Block, Inc.

Sunnyvale (CA)

On-site

USD 27,000 - 110,000

Full time

14 days+

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Job summary

H&R Block in Sunnyvale, CA is seeking a seasonal Experienced Tax Professional to prepare accurate returns for individuals and businesses. You will interview clients to understand their financial situations and offer personalized tax-saving recommendations, while delivering empathetic, consultative service and building lasting relationships.

You will navigate tax notices, provide IRS support as needed, and collaborate with a team in a busy local office environment.

Qualifications

Minimum 1 year of tax preparation or related experience including individual and business returns.
Must pass HR Block Tax Knowledge Assessment.
Strong verbal and written communication; client-focused.

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