Seasonal Tax Pro — Expert Returns & Savings

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

Job summary

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to help clients with complex returns and tax planning. You will prepare returns, interview clients, and offer tailored recommendations while leveraging training and technology.

This in-person role emphasizes building trusted client relationships in a local tax office. The position requires at least 1 year of tax-related experience, strong communication, and compliance with IRS/state requirements.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment
• Minimum 1 year of experience in tax preparation or related fields
• Experience in a client-facing, consultative role
• Strong verbal and written communication skills
• Ability to complete continuing education and meet IRS/state requirements
• High school diploma or equivalent

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse situations
• Conduct client interviews to understand financial lives and tax implications
• Identify tax savings opportunities and recommend H&R Block products
• Provide IRS support and audit guidance as needed
• Collaborate with team and maintain a client-focused office environment

Skills

Communication skills

Tax knowledge

Client advisory

IRS/State compliance knowledge

Education

High school diploma or equivalent

Bachelor’s degree in accounting/finance

CPA or Enrolled Agent (EA) credential

Tools

GoSystem

UltraTax

Job description

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to help clients with complex returns and tax planning. You will prepare returns, interview clients, and offer tailored recommendations while leveraging training and technology.

This in-person role emphasizes building trusted client relationships in a local tax office. The position requires at least 1 year of tax-related experience, strong communication, and compliance with IRS/state requirements.