Seasonal Tax Pro & Client Advisor

H&R Block, Inc.; Newton (NC); On-site; USD 25,000 - 39,000; Part time

Job summary

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns, interview clients, and provide tailored tax guidance at a local H&R Block office in North Carolina.

You will identify savings opportunities while delivering trusted, empathetic service throughout the client engagement. The role emphasizes strong communication and ongoing IRS/state compliance, with incentive plans based on impact and performance as you develop tax expertise in a collaborative team

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 interviewing

IRS rules

Communication skills

Training & learning

Education

High school diploma or GED

Tools

GoSystem

Ultratax

Copilot / AI tools

Job description

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns, interview clients, and provide tailored tax guidance at a local H&R Block office in North Carolina.

You will identify savings opportunities while delivering trusted, empathetic service throughout the client engagement. The role emphasizes strong communication and ongoing IRS/state compliance, with incentive plans based on impact and performance as you develop tax expertise in a collaborative team