Seasonal Tax Pro — In-Person Client Advisor

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

Benefits offered by this job

Incentive plan

Competitive pay

Benefits

Job summary

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare complete, accurate tax returns for clients with diverse and complex situations.

You will interview clients to understand finances and provide personalized recommendations, helping identify tax savings opportunities and product options. In this in-person role, you will collaborate with teammates to maintain a supportive, client-focused office.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment.

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse and complex situations.
• Conduct in-depth client interviews to understand financial situations and tax implications.
• Provide empathetic, consultative service and identify tax savings opportunities.
• Provide IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team members to maintain a positive, client-focused office environment.

Skills

Client-facing experience

Communication skills

Tax preparation experience

Consultative advisory

Experience with tax notices/audit

Experience in complex returns

Experience in tax planning

Audit support

Tax notice resolution

Consultative client relationships

Education

Tax Knowledge Assessment

High school diploma / GED

Bachelor's degree in accounting/finance

CPA or Enrolled Agent (EA)

IRS/state continuing education requirements

Tools

GoSystem

Ultratax

AI-powered tools (Copilot, ChatGPT)

Job description

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare complete, accurate tax returns for clients with diverse and complex situations.

You will interview clients to understand finances and provide personalized recommendations, helping identify tax savings opportunities and product options. In this in-person role, you will collaborate with teammates to maintain a supportive, client-focused office.