Seasonal Tax Pro: Trusted Advisor & Impact

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

Job summary

H&R Block in California is seeking a seasoned Experienced Tax Professional to help clients navigate complex tax situations, prepare accurate returns for individuals and businesses, and uncover potential savings, backed by industry-leading training and a competitive hourly rate.

This in-person role at a local tax office emphasizes client interviews, personalized recommendations, and building lasting relationships while providing IRS support and audit guidance as needed.

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

Job description

H&R Block in California is seeking a seasoned Experienced Tax Professional to help clients navigate complex tax situations, prepare accurate returns for individuals and businesses, and uncover potential savings, backed by industry-leading training and a competitive hourly rate.

This in-person role at a local tax office emphasizes client interviews, personalized recommendations, and building lasting relationships while providing IRS support and audit guidance as needed.