Experienced Tax Professional

H&R Block, Inc.; Carrboro (NC); On-site; USD 30,000 - 50,000; Full time

Benefits offered by this job

Competitive hourly pay

Industry-leading training

Job summary

H&R Block is seeking a Seasonal Experienced Tax Professional to help clients navigate complex tax situations and prepare accurate returns. You’ll join a trusted advisory team, delivering savings opportunities and building lasting relationships, supported by industry-leading training and technology.

This in-person role is based at a local H&R Block tax office, offering meaningful seasonal work and a path to grow in tax and financial services.

Qualifications

• Minimum 1 year of experience in tax preparation or related field.
• Ability to explain tax concepts in client-friendly language.
• Must complete continuing education and meet IRS/state requirements.

Responsibilities

• Prepare accurate individual and business tax returns.
• Uncover savings opportunities and optimize deductions for clients.
• Build lasting client relationships through trusted advisory service.

Skills

Tax preparation

Client-facing

Communication

Education

Bachelor’s degree in accounting or related field

CPA or Enrolled Agent (EA) preferred

Tools

GoSystem

Ultratax

Job description

About the Role

As a seasonal Experienced Tax Professional at H&R Block, you are a trusted advisor who helps clients navigate complex tax situations with confidence. You'll use your expertise to prepare accurate returns, uncover savings opportunities, and build lasting client relationships — backed by industry-leading training and technology, a competitive hourly rate, and an incentive plan that rewards your impact as you build your tax expertise and serve clients. Whether you're looking for meaningful seasonal work or a path to grow in tax and financial services, this is the place. This role is in-person at a local H&R Block tax office.

Required Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment1
• 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

Preferred Qualifications

• Bachelor’s degree in accounting, finance or a related field
• 5+ years of experience in tax preparation, accounting, finance, bookkeeping
• CPA or Enrolled Agent (EA), or other IRS Circular 230 credential
• Experience completing complex returns, tax planning, audit support, or tax notice resolution
• Familiarity with GoSystem or Ultratax software
• Familiarity with AI-powered tools (e.g., Microsoft Copilot, ChatGPT)
• Experience in a consultative or advisory client relationship role (financial advising, insurance, or professional services)

Why work for us

At H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, we’ve led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation.

That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact. We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work.

1 - Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment.

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