Seasonal Tax Pro: Expert Returns & Savings

H&R Block, Inc.; La Mesa (CA); On-site; USD 25,000 - 110,000; Full time

Benefits offered by this job

Medical and prescription drug coverage

401(k) Plan

Employee Assistance Program

Fitness center programs

Associate discount program

Business Travel Accident Insurance

Associate Tax Prep benefit

Job summary

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional for an in-person role at a local tax office. You will prepare complete, accurate returns for individuals and businesses, interview clients, and identify tax savings opportunities while delivering consultative service.

You will collaborate with the team in a client-focused office and provide IRS support and audit guidance as needed. A strong emphasis is placed on continuing education and professional requirements.

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-facing experience

Communication skills

Tax knowledge

Consultative/advisory

Attention to detail

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance or related field

Tools

GoSystem

Ultratax

AI-powered tools (Copilot, ChatGPT)

Job description

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional for an in-person role at a local tax office. You will prepare complete, accurate returns for individuals and businesses, interview clients, and identify tax savings opportunities while delivering consultative service.

You will collaborate with the team in a client-focused office and provide IRS support and audit guidance as needed. A strong emphasis is placed on continuing education and professional requirements.