Seasonal Tax Pro: Trusted Guidance & Savings

H&R Block, Inc.; Temecula (CA); On-site; USD 22,000 - 110,000; Full time

Job summary

H&R Block is seeking a Seasonal Experienced Tax Professional to prepare accurate returns for individuals and businesses, interview clients to assess tax implications, and offer personalized recommendations. You will build lasting client relationships, deliver empathetic service, and identify tax savings opportunities using our training and technology.

This is an in-person role at a local H&R Block office.

Qualifications

• Successful completion of the HR Block Tax Knowledge Assessment
• Minimum 1 year of experience in tax preparation or related fields
• Experience in a client-facing, consultative, or advisory role
• Strong verbal and written communication skills, able to explain tax concepts clearly
• Must complete continuing education and meet all IRS/state requirements
• High school diploma / GED / equivalent required

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse and complex tax situations
• Conduct in-depth client interviews to understand financial situations and tax implications then provide clear recommendations
• Build trusted client relationships by delivering empathetic, consultative service and identifying tax savings opportunities
• Provide IRS support, tax notice assistance, and audit guidance as needed
• Collaborate with team members and contribute to a positive, client-focused office environment

Skills

Tax preparation

Client interviews

Explain tax concepts

Continued education compliance

Seasonal work experience

Education

Bachelor’s degree in accounting/finance or related field

CPA or Enrolled Agent (EA)

Tools

GoSystem

Ultratax

Job description

H&R Block is seeking a Seasonal Experienced Tax Professional to prepare accurate returns for individuals and businesses, interview clients to assess tax implications, and offer personalized recommendations. You will build lasting client relationships, deliver empathetic service, and identify tax savings opportunities using our training and technology.

This is an in-person role at a local H&R Block office.