Seasonal Tax Pro: Precise Returns & Client Impact

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

Benefits offered by this job

Medical and prescription coverage

401(k) Retirement Savings Plan

Employee Assistance Program

Fitness center programs

Associate discount program

Business Travel Accident Insurance

Associate Tax Prep benefit

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate returns for individuals and businesses, interviewing clients to understand their financial situations and providing clear recommendations. You will identify tax savings opportunities and support clients through IRS notices, audits, and complex tax scenarios.

This is an in-person role at a local H&R Block office. Ideal candidates have at least 1 year of tax experience, strong communication skills, and eligibility for

Qualifications

• High school diploma or GED required.
• Experience in tax prep for individuals and businesses.
• Client-facing advisory experience.
• Ability to explain tax concepts clearly and in client-friendly language.
• Must meet IRS/state continuing education requirements.

Responsibilities

• Prepare complete and accurate tax returns for clients with complex situations.
• Conduct client interviews to assess financial situations and implications.
• Provide tax-saving recommendations and discuss product options.
• Offer IRS support, notices, and audit guidance as needed.
• Collaborate with team to maintain a positive client-focused environment.

Skills

Client facing

Communication

Tax knowledge

Team collaboration

Education

High school diploma

Bachelor’s degree in accounting/finance

CPA or Enrolled Agent (EA)

Tools

GoSystem

Ultratax

AI tools (Copilot/ChatGPT)

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate returns for individuals and businesses, interviewing clients to understand their financial situations and providing clear recommendations. You will identify tax savings opportunities and support clients through IRS notices, audits, and complex tax scenarios.

This is an in-person role at a local H&R Block office. Ideal candidates have at least 1 year of tax experience, strong communication skills, and eligibility for