Seasonal Tax Pro - Expert Returns & Client Savings

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

Job summary

H&R Block is seeking an Experienced Tax Professional to prepare complete tax returns for individuals and businesses. You will conduct in-depth client interviews, identify tax savings opportunities, and deliver clear, personalized recommendations using industry-leading training and technology.

In this in-person role, you will collaborate with colleagues to provide exemplary service, support IRS processes, and help clients navigate complex tax situations while building lasting relationships.

Qualifications

• Minimum 1 year of experience in tax preparation or related fields.
• Experience in a client-facing, consultative, or advisory role.
• Ability to explain tax concepts in client-friendly language.

Responsibilities

• Prepare complete, accurate tax returns for individuals and businesses.
• Conduct client interviews to understand financial situations and implications.
• Identify tax savings opportunities and cross-sell relevant products.
• Provide IRS support, notices, and audit guidance as needed.
• Collaborate with team to maintain a positive client-focused office environment.

Skills

Client interviewing

Clear communication

Tax knowledge

IRS guidance

Team collaboration

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 is seeking an Experienced Tax Professional to prepare complete tax returns for individuals and businesses. You will conduct in-depth client interviews, identify tax savings opportunities, and deliver clear, personalized recommendations using industry-leading training and technology.

In this in-person role, you will collaborate with colleagues to provide exemplary service, support IRS processes, and help clients navigate complex tax situations while building lasting relationships.