Seasonal Tax Pro — In-Person Client Advisor

H&R Block; Red Bluff (CA); Sur place; USD 23 000 - 110 000; Plein temps

Résumé du poste

H&R Block is seeking a seasonal Experienced Tax Professional to guide clients through complex tax situations with confidence. You will prepare accurate returns, uncover savings opportunities, and build lasting client relationships using industry-leading training and technology.

This in-person role at a local H&R Block office offers competitive hourly pay and an incentive plan that rewards impact as you grow tax expertise and serve clients.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment.
• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping.
• Experience in a client-facing, consultative, or advisory role.
• Strong verbal and written communication; ability to explain tax concepts clearly.
• Must complete continuing education and meet IRS/state requirements.

Responsabilités

• 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 personalized recommendations.
• Build trusted client relationships by delivering empathetic, consultative service and identifying tax savings opportunities.
• Provide IRS support, tax notice assistance, and audit guidance to clients as needed.
• Collaborate with team members and contribute to a positive, client-focused office environment.

Connaissances

Tax knowledge

Client advisory

IRS guidance

Communication

Continued education

High school diploma

Audit support

Formation

High school diploma / GED

Bachelor’s degree (preferred)

CPA or Enrolled Agent (EA)

Outils

GoSystem

Ultratax

Description du poste

H&R Block is seeking a seasonal Experienced Tax Professional to guide clients through complex tax situations with confidence. You will prepare accurate returns, uncover savings opportunities, and build lasting client relationships using industry-leading training and technology.

This in-person role at a local H&R Block office offers competitive hourly pay and an incentive plan that rewards impact as you grow tax expertise and serve clients.