Seasonal Tax Pro: Optimize Returns & Build Trust

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

Job summary

H&R Block is seeking an Experienced Tax Professional for seasonal work in a local tax office. You will prepare individual and business returns, interview clients to understand their financial situations, and provide clear recommendations while leveraging training and technology to maximize tax savings.

This in-person role emphasizes client service, accuracy, and ongoing IRS/state compliance, with an incentive plan that rewards impact as you grow your tax expertise and serve clients in the

Qualifications

• Minimum 1 year of tax preparation experience or related field
• Experience in client-facing advisory roles
• Ability to explain tax concepts in client-friendly language
• Must meet continuing education requirements and IRS/state requirements

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse tax situations
• Conduct client interviews to understand financial situations and implications
• Provide tax savings opportunities and recommend H&R Block products
• Provide IRS support, tax notice assistance, and audit guidance
• Collaborate with team and contribute to a client-focused office environment

Skills

Tax knowledge

Client interviewing

Communication skills

IRS/state requirements

Education

Bachelor’s degree in accounting or related field

CPA or Enrolled Agent

Tools

GoSystem or UltraltaX

AI tools (Copilot, ChatGPT)

Job description

H&R Block is seeking an Experienced Tax Professional for seasonal work in a local tax office. You will prepare individual and business returns, interview clients to understand their financial situations, and provide clear recommendations while leveraging training and technology to maximize tax savings.

This in-person role emphasizes client service, accuracy, and ongoing IRS/state compliance, with an incentive plan that rewards impact as you grow your tax expertise and serve clients in the