Seasonal Tax Pro & Client Advisor for Complex Returns

H&R Block; Surf City (NC); On-site; USD 20,664,000 - 35,818,000; Part time

Job summary

H&R Block in Wilmington, NC is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations. You'll prepare accurate returns, interview clients, and identify savings opportunities using our training and technology.

This in-person role emphasizes client relationships, clear explanations of tax concepts, and collaboration with the team to deliver trusted service. A strong foundation in tax preparation and compliance is required.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment
• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping
• 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 experience

IRS rules

Education

High school diploma or GED

Bachelor’s degree preferred

Tools

GoSystem

Ultratax

Job description

H&R Block in Wilmington, NC is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations. You'll prepare accurate returns, interview clients, and identify savings opportunities using our training and technology.

This in-person role emphasizes client relationships, clear explanations of tax concepts, and collaboration with the team to deliver trusted service. A strong foundation in tax preparation and compliance is required.