Seasonal Tax Advisor: Complex Returns & Client Impact

H&R Block; Canton (NC); On-site; USD 30,000 - 52,000; Full time

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations. You will prepare complete tax returns for individuals and businesses, and conduct in-depth client interviews to tailor recommendations.

You will build trusted relationships, offer tax savings opportunities, provide IRS support and audit guidance, and collaborate with a team in a local office using training and technology to deliver quality service.

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 in a client facing, consultative, or advisory role.
• Strong verbal and written communication skills, including explaining tax concepts clearly.
• Must complete continuing education and meet IRS/state requirements.
• High school diploma or GED or 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 and provide 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.

Skills

Client facing

Communication

Advisory experience

Education

High school diploma or GED

Bachelor's degree (preferred)

CPA or Enrolled Agent (preferred)

Tools

GoSystem

Ultratax

AI tools (Copilot, ChatGPT)

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations. You will prepare complete tax returns for individuals and businesses, and conduct in-depth client interviews to tailor recommendations.

You will build trusted relationships, offer tax savings opportunities, provide IRS support and audit guidance, and collaborate with a team in a local office using training and technology to deliver quality service.