Seasonal Tax Pro: Trusted Advisor & Client Impact

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

Benefits offered by this job

Incentive plan

Industry-leading training

Competitive pay

Job summary

H&R Block is seeking an experienced Tax Professional for a seasonal, in-person role at a local tax office. You will prepare complete, accurate tax returns for individuals and businesses, interview clients to understand their financial situation, and provide tailored recommendations while delivering empathetic, consultative service to help clients maximize savings.

You will assist with IRS notices and audit guidance as needed, collaborating with the team to maintain a positive, client-focused

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment
• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping, including preparing individual and business returns
• Experience working in a client facing, consultative, or advisory role
• Strong verbal and written communication skills, including the ability to explain tax concepts in client-friendly language
• Must complete continuing education and meet all other IRS and applicable state requirements
• High school diploma / GED / equivalent required

Responsibilities

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

Skills

Tax knowledge

Client facing

Communication

IRS guidance

Attention to detail

Education

High school diploma

Bachelor's degree

Tools

GoSystem

Ultratax

Microsoft Copilot

ChatGPT

Job description

H&R Block is seeking an experienced Tax Professional for a seasonal, in-person role at a local tax office. You will prepare complete, accurate tax returns for individuals and businesses, interview clients to understand their financial situation, and provide tailored recommendations while delivering empathetic, consultative service to help clients maximize savings.

You will assist with IRS notices and audit guidance as needed, collaborating with the team to maintain a positive, client-focused