Seasonal Tax Pro: Expert Returns & Trusted Advising

H&R Block; Cameron Park (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 act as a trusted advisor and help clients navigate complex tax situations. You will prepare accurate returns and identify savings opportunities while delivering empathetic, consultative service.

You’ll conduct in-depth client interviews, explain tax implications in clear language, and build lasting relationships. The role offers competitive hourly pay and an incentive plan, with in-person duties at a local 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.

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 knowledge

Client interviewing

Client communication

Tax planning basics

Education

High school diploma or GED

Bachelor's degree in accounting, finance or related field

Tools

GoSystem

Ultratax

Job description

H&R Block in California is seeking a seasonal Experienced Tax Professional to act as a trusted advisor and help clients navigate complex tax situations. You will prepare accurate returns and identify savings opportunities while delivering empathetic, consultative service.

You’ll conduct in-depth client interviews, explain tax implications in clear language, and build lasting relationships. The role offers competitive hourly pay and an incentive plan, with in-person duties at a local office.