Seasonal Tax Expert: Complex Returns & Trusted Client Advisory

H&R Block, Inc.; Durham (NC); On-site; USD 30,000 - 41,000; Full time

Benefits offered by this job

Sponsored training

Competitive hourly pay

Job summary

H&R Block is seeking an Experienced Tax Professional to assist clients with complex tax situations, prepare accurate returns, and uncover savings opportunities. You will build lasting client relationships while leveraging industry-leading training and tools.

This in-person role offers competitive hourly pay, an incentive plan, and opportunities to grow in tax and financial services within a supportive, client-focused office.

Qualifications

• Minimum 1 year of tax preparation or related experience, including individual and business returns.
• Experience in client-facing, consultative roles.
• Strong verbal and written communication skills.
• Must complete continuing education and meet IRS/state requirements.
• High school diploma 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 — 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

Communication skills

Client interviewing

Advisory experience

Education

High school diploma or equivalent

Bachelor's degree in accounting or related field

Tools

GoSystem

Ultratax

Job description

H&R Block is seeking an Experienced Tax Professional to assist clients with complex tax situations, prepare accurate returns, and uncover savings opportunities. You will build lasting client relationships while leveraging industry-leading training and tools.

This in-person role offers competitive hourly pay, an incentive plan, and opportunities to grow in tax and financial services within a supportive, client-focused office.