Seasonal Tax Pro - Impactful Client Advisory

H&R Block, Inc.

Pacifica (CA)

On-site

USD 23,000 - 110,000

Full time

14 days+
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Job summary

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare accurate returns and advise clients in a local office in California.

You will interview clients to understand finances and tax implications, offering personalized recommendations and product options while delivering empathetic, client-focused service. Join a training-led environment with industry-leading tools, competitive hourly pay, and an incentive plan that rewards impact as tax expertise grows — in person at a

Qualifications

  • Successful completion of the H&R Block Tax Knowledge Assessment.
  • Experience preparing individual and business tax returns.
  • Client-facing, consultative or advisory experience.
  • Strong verbal and written communication skills.
  • Meet IRS/state continuing education requirements.

Responsibilities

  • Prepare complete, accurate tax returns for diverse situations.
  • Interview clients to understand finances and tax implications.
  • Provide tax savings opportunities and product recommendations.
  • Offer IRS support, notice assistance, and audit guidance.
  • Collaborate with team to maintain a positive office environment.

Skills

Client facing
Verbal communication
Written communication
Tax knowledge
Interpersonal skills
Consultative service

Education

High school diploma / GED / equiv
Bachelor’s degree in accounting or finance
CPA or Enrolled Agent (EA) credential

Tools

GoSystem
Ultratax
Microsoft Copilot
ChatGPT

Job description

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare accurate returns and advise clients in a local office in California.

You will interview clients to understand finances and tax implications, offering personalized recommendations and product options while delivering empathetic, client-focused service. Join a training-led environment with industry-leading tools, competitive hourly pay, and an incentive plan that rewards impact as tax expertise grows — in person at a

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