Seasonal Tax Pro and Client Advisor

H&R Block, Inc.; Lumberton (NC); On-site; USD 40,000 - 56,000; Part time

Job summary

H&R Block seeks an Experienced Tax Professional for a seasonal, in-person role at a local tax office in North Carolina. You will prepare returns, interview clients to uncover tax implications, offer personalized recommendations, and deliver empathetic service while highlighting relevant H&R Block products.

You’ll collaborate with teammates, contribute to a positive office culture, and complete IRS/state requirements through ongoing training.

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 knowledge

Client communication

Advisory mindset

IRS compliance

Education

High school diploma or GED

Bachelor’s degree preferred

Tools

GoSystem

Ultratax

AI tools (Copilot)

Job description

H&R Block seeks an Experienced Tax Professional for a seasonal, in-person role at a local tax office in North Carolina. You will prepare returns, interview clients to uncover tax implications, offer personalized recommendations, and deliver empathetic service while highlighting relevant H&R Block products.

You’ll collaborate with teammates, contribute to a positive office culture, and complete IRS/state requirements through ongoing training.