Seasonal Tax Pro — Expert Returns & Client Savings

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

Job summary

H&R Block in California is seeking a Seasonal Experienced Tax Professional to help clients navigate complex tax situations and maximize savings. You will prepare accurate returns, conduct client interviews, and provide personalized recommendations.

This in-person role at a local H&R Block tax office offers industry-leading training, competitive pay, and an incentive plan that rewards your impact as you build tax expertise and serve clients.

Qualifications

• Must have completed the H&R Block Tax Knowledge Assessment.
• At least 1 year of tax prep, accounting, finance, or bookkeeping experience.
• Experience in a client-facing, advisory role and ability to explain tax concepts clearly.
• Must meet IRS/state continuing education requirements.

Responsibilities

• Prepare complete, accurate tax returns for individuals and businesses.
• Interview clients to understand finances and tax implications, offering clear recommendations.
• Build strong client relationships and identify tax savings opportunities.
• Provide IRS support, notices, and audit guidance when needed.
• Collaborate with team members to maintain a positive office environment.

Skills

Client-facing

Consultative advisory

Communication skills

Tax knowledge

Education

High school diploma or GED

Bachelor’s degree in accounting/finance

CPA or Enrolled Agent (EA) credential

Tools

GoSystem

UltraTax

AI tools (Copilot/ChatGPT)

Job description

H&R Block in California is seeking a Seasonal Experienced Tax Professional to help clients navigate complex tax situations and maximize savings. You will prepare accurate returns, conduct client interviews, and provide personalized recommendations.

This in-person role at a local H&R Block tax office offers industry-leading training, competitive pay, and an incentive plan that rewards your impact as you build tax expertise and serve clients.