Seasonal Tax Pro - Expert Returns, Impact, Incentives

H&R Block, Inc.; San Dimas (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 prepare accurate returns for individuals and businesses, conduct client interviews, and identify tax savings opportunities. You’ll be backed by training and technology, with an incentive plan rewarding your impact as you grow in tax expertise and serve clients.

This role is in-person at a local H&R Block tax office, requiring strong client communication and a consultative approach to navigate complex tax scenarios and

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment.
• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping, including preparing individual and business returns.
• Experience 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

Tax preparation

Client consultation

Communication

IRS/state requirements

Education

Bachelor’s degree in accounting

Tools

GoSystem

UltraTax

Job description

H&R Block in California is seeking a seasonal Experienced Tax Professional to prepare accurate returns for individuals and businesses, conduct client interviews, and identify tax savings opportunities. You’ll be backed by training and technology, with an incentive plan rewarding your impact as you grow in tax expertise and serve clients.

This role is in-person at a local H&R Block tax office, requiring strong client communication and a consultative approach to navigate complex tax scenarios and