Seasonal Tax Pro: Trusted Prep & Advisory

H&R Block, Inc.; Montclair (CA); On-site; USD 22,000 - 83,000; Full time

Job summary

H&R Block is looking for a season­al Experienced Tax Professional to prepare accurate returns and uncover savings opportunities. You will conduct in-depth client interviews, advise on tax implications, and build lasting client relationships in a local office.

The role is in-person at a local H&R Block tax office, with competitive hourly pay and an incentive plan to reward impact as you grow in tax expertise and service.

Qualifications

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

Responsibilities

• Prepare complete tax returns for diverse client needs.
• Interview clients to understand financial situations and needs.
• Identify tax savings opportunities and advise on products.
• Provide IRS support, notices, and audit guidance as needed.
• Collaborate with team to maintain a positive office environment.

Skills

Client interviews

Tax knowledge

IRS guidance

Communication skills

Education

High school diploma

Bachelor’s degree preferred

Tools

GoSystem

Ultratax

Job description

H&R Block is looking for a season­al Experienced Tax Professional to prepare accurate returns and uncover savings opportunities. You will conduct in-depth client interviews, advise on tax implications, and build lasting client relationships in a local office.

The role is in-person at a local H&R Block tax office, with competitive hourly pay and an incentive plan to reward impact as you grow in tax expertise and service.