Seasonal Tax Pro — Expert Returns & Savings

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

Benefits offered by this job

Competitive pay

Comprehensive benefits

Incentive plan

Job summary

H&R Block in Ventura, CA is seeking a seasonal Experienced Tax Professional to guide clients through complex tax situations. You will prepare accurate returns, interview clients, and highlight tax savings opportunities using our training and technology.

This in-person role emphasizes consultative service, education of clients on products, and collaboration with a supportive team. Competitive hourly pay and an incentive plan reward your impact as you build tax expertise.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment
• Minimum 1 year of tax preparation, accounting, finance, or bookkeeping experience incl. individual and business returns
• Experience in a client-facing, consultative, or advisory role
• Strong verbal and written communication skills
• Must complete continuing education and meet IRS/state requirements
• High school diploma / GED / equivalent

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 expertise

Client communication

IRS/state rules

Client advisory

Education

High school diploma / GED

Bachelor’s degree in accounting or related field

Tools

GoSystem software

Ultratax software

Job description

H&R Block in Ventura, CA is seeking a seasonal Experienced Tax Professional to guide clients through complex tax situations. You will prepare accurate returns, interview clients, and highlight tax savings opportunities using our training and technology.

This in-person role emphasizes consultative service, education of clients on products, and collaboration with a supportive team. Competitive hourly pay and an incentive plan reward your impact as you build tax expertise.