Seasonal Tax Pro - Client Advisor & Savings Expert

H&R Block; Newport (NC); On-site; USD 25,000 - 34,000; Full time

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns and advise clients in person at a local tax office. You will interview clients to understand their financial situations and life changes, then provide personalized recommendations for tax savings and HR Block products.

With industry-leading training and technology, the role offers a competitive hourly rate and an incentive plan based on impact and performance.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment
• Minimum 1 year of experience in tax preparation
• Experience in client-facing, consultative role
• Strong verbal and written communication skills
• Must complete required continuing education and IRS/state requirements
• High school diploma or GED

Responsibilities

• Prepare complete, accurate tax returns for individuals and businesses
• Conduct client interviews to analyze financials and tax implications
• Identify tax savings opportunities and promote relevant HR Block products
• Provide IRS support, notice assistance, and audit guidance as needed
• Collaborate with team to maintain a positive client-focused office

Skills

Client-facing

Communication

Tax knowledge

Education

High school diploma

Tools

GoSystem Tax

UltraTax

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns and advise clients in person at a local tax office. You will interview clients to understand their financial situations and life changes, then provide personalized recommendations for tax savings and HR Block products.

With industry-leading training and technology, the role offers a competitive hourly rate and an incentive plan based on impact and performance.