Seasonal Tax Pro: Expert Returns & Savings

H&R Block; Buellton (CA); On-site; USD 23,000 - 110,000; Part time

Job summary

H&R Block in Buellton, CA is seeking a Seasonal Experienced Tax Professional to help clients navigate complex tax situations, prepare accurate returns, and build lasting relationships.

You will leverage industry-leading training and technology to deliver personalized recommendations and identify tax savings opportunities, while supporting clients with IRS notices and tax-related guidance at a neighborhood office.

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 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

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

Client communication

Tax knowledge

Interviewing clients

IRS/state requirements

Education

High school diploma / GED

Bachelor’s degree in accounting/finance

Tools

GoSystem

UltraTax

Job description

H&R Block in Buellton, CA is seeking a Seasonal Experienced Tax Professional to help clients navigate complex tax situations, prepare accurate returns, and build lasting relationships.

You will leverage industry-leading training and technology to deliver personalized recommendations and identify tax savings opportunities, while supporting clients with IRS notices and tax-related guidance at a neighborhood office.