Seasonal Tax Pro: Advisory, Returns & Savings

H&R Block, Inc.; Burlington (NC); On-site; USD 34,000 - 48,000; Part time

Job summary

H&R Block, Inc. is hiring as a seasonal Experienced Tax Professional in a local block office. You will prepare complex individual and business returns, interview clients to understand their tax situations, and offer personalized recommendations to maximize savings.

You will deliver client-centered service and support IRS notices when needed. The role emphasizes in-person, office-based work with training, competitive pay, and an incentive plan to reward impact as you grow tax expertise in a

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment
• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping
• Experience in a client-facing, advisory role
• Strong verbal and written communication, able to explain tax concepts clearly
• Must complete continuing education and meet IRS/state requirements
• High school diploma or equivalent required

Responsibilities

• Prepare complete, accurate tax returns for individuals and businesses
• Conduct in-depth client interviews to understand financial situations and tax implications
• Provide personalized recommendations and identify tax savings opportunities
• Provide IRS support, tax notice assistance, and audit guidance
• Collaborate with team members to maintain a positive client-focused environment

Skills

Communication skills

Client-facing experience

Interviewing / advisory

Education

High school diploma/GED

Bachelor's degree in accounting/finance (preferred)

CPA or Enrolled Agent (preferred)

Tools

GoSystem

Ultratax

Copilot

ChatGPT

Job description

H&R Block, Inc. is hiring as a seasonal Experienced Tax Professional in a local block office. You will prepare complex individual and business returns, interview clients to understand their tax situations, and offer personalized recommendations to maximize savings.

You will deliver client-centered service and support IRS notices when needed. The role emphasizes in-person, office-based work with training, competitive pay, and an incentive plan to reward impact as you grow tax expertise in a