Seasonal Tax Advisor: Expert Returns & Client Impact

H&R Block; Rockingham (NC); On-site; USD 25,000 - 39,000; Full time

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional who will help clients navigate complex tax situations, prepare accurate returns for individuals and businesses, and conduct in-depth client interviews to understand finances, life changes, and tax implications.

You will build trusted relationships, identify tax savings opportunities and applicable H&R Block products, provide IRS support and audit guidance, and collaborate with teammates to maintain a positive, client-focused office.

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 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

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 — then provide clear, 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

Tax preparation

Client consultations

IRS guidelines

Communication skills

Education

High school diploma or GED

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 who will help clients navigate complex tax situations, prepare accurate returns for individuals and businesses, and conduct in-depth client interviews to understand finances, life changes, and tax implications.

You will build trusted relationships, identify tax savings opportunities and applicable H&R Block products, provide IRS support and audit guidance, and collaborate with teammates to maintain a positive, client-focused office.