Tax Professional - Franchise Location

H&R Block, Inc.; Los Osos (CA); On-site; USD 34,000 - 83,000; Part time

Job summary

H&R Block, Inc. is seeking a seasonal Tax Professional to serve clients with diverse tax needs, delivering accurate returns, and proactive guidance. You’ll interview clients virtually or face-to-face, prepare complete tax returns, and collaborate with an expert team to ensure outstanding service.

The role requires a degree in accounting, CPA/EA certification preferred, 5+ years of tax experience, and comfort with virtual tools. You’ll mentor teammates and support tax planning initiatives.

Qualifications

• Bachelor’s degree in accounting or related field is required.
• CPA or Enrolled Agent certification is preferred.
• 5+ years of accounting, finance, bookkeeping or tax experience.
• Experience preparing complex returns (individual, trust, partnership).
• Comfort with virtual tax interviews and client communication.
• Ability to support tax planning and audit processes.

Responsibilities

• Conduct tax interviews with clients face to face or via virtual tools.
• Prepare complete and accurate tax returns for diverse clients.
• Generate business growth, increase client retention, and offer additional products and services.
• Provide clients with IRS support when needed.
• Mentor and support teammates.

Education

Bachelor’s degree in accounting or related field

CPA or Enrolled Agent certification

High school diploma / equivalent or higher

Experience completing complex returns (individual, trust, partnership)

5+ years of experience in accounting, finance, bookkeeping or tax

Experience conducting virtual tax interviews

Experience with tax planning and audit support

Sales and/or marketing experience

Tools

Tax software

Job description

About the Role

As you inspire people to make confident, informed decisions about their lives, careers, and money, you’ll build client relationships that will grow stronger every year.

Joining H&R Blockas a seasonal, experienced Tax Professional means you’ll serve clients with diverse tax needs with the support of an expert team, dedicated to providing you with advanced tax training you’ll need to be successful.

Preferred Qualifications

• Bachelor’s degree in accounting or related field
• CPA or Enrolled Agent certification
• Experience completing complex returns (individual, trust, partnership)
• 5+ years of experience in accounting, finance, bookkeeping or tax
• Experience conducting virtual tax interviews
• Experience with tax planning and audit support
• Sales and/or marketing experience

1 - This office is an independently owned and operated franchise office operating under an agreement with H&R Block. Franchisees make their own hiring decisions and any questions regarding employment at this office should be made directly to the franchisee. 2 - Enrollmentinor completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment.

Required Qualifications

• Conduct tax interviews with clients face to face and through virtual tools – video, phone, chat, email
• Prepare complete and accurate tax returns
• Generate business growth, increase client retention, and offer additional products and services
• Provide clients with IRS support
  • All certification levels can provide tax notice services
  • Circular 230 associates can provide audit representation
• Mentor and support teammates

Your Expertise:

• Successful completion of the H&R Block Tax Knowledge Assessment
• Experience in accounting, finance, bookkeeping or tax
• Experience completing individual returns
• Experience working in a fast-paced environment
• Comfort working with virtual tools – video, phone and chat
• Ability to effectively communicate in person, via phone and in writing
• Must complete continuing education requirement and meet all other IRS and applicable state requirements
• High school diploma / equivalent or higher

Pay Range

$25.00 - $60.00/Hr.