Seasonal Tax Pro — Expert Returns & Client Savings

H&R Block, Inc.; Santa Clara (CA); On-site; USD 26,000 - 110,000; Full time

Job summary

H&R Block is seeking a Seasonal Experienced Tax Professional for an in-person role at a local tax office in California. You will prepare accurate returns for individuals and businesses, interview clients to understand financial situations, and offer personalized tax-saving recommendations.

You’ll collaborate with the team to deliver empathetic service and meet IRS/state requirements. The role emphasizes client-facing advisory work, ongoing education, and leveraging HR Block training and tools to

Qualifications

• 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
• Enrollment in or completion of required HR Block programs as stated in role documentation

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 HR 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

Tax knowledge

Client communication

IRS/state requirements

Attention to detail

Interviewing clients

Education

Bachelor's degree in accounting or related field

CPA or Enrolled Agent (EA) or IRS Circular 230 credential

5+ years of experience in tax/accounting

Tools

GoSystem

Ultratax

AI tools (Copilot, ChatGPT)

Job description

H&R Block is seeking a Seasonal Experienced Tax Professional for an in-person role at a local tax office in California. You will prepare accurate returns for individuals and businesses, interview clients to understand financial situations, and offer personalized tax-saving recommendations.

You’ll collaborate with the team to deliver empathetic service and meet IRS/state requirements. The role emphasizes client-facing advisory work, ongoing education, and leveraging HR Block training and tools to