Seasonal Tax Pro: Client Advisory & Returns Expert

H&R Block, Inc.; Hudson (NC); On-site; USD 32,000 - 52,000; Full time

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations, prepare accurate returns, and build lasting relationships. You will leverage training and technology to deliver expert guidance in a local tax office.

Responsibilities include interviewing clients, identifying tax savings opportunities, and providing IRS support as needed. Prior experience in tax preparation and strong communication are essential for success in this client-facing role.

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, consultative, or advisory role.
• Strong verbal and written communication; explain tax concepts clearly.
• Must complete continuing education and meet IRS/state requirements.
• High school diploma / GED or equivalent.

Responsibilities

• Prepare complete and accurate tax returns for individuals and businesses.
• Conduct in-depth client interviews to assess financial situations and tax implications.
• Provide personalized recommendations and tax savings opportunities.
• Offer IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with colleagues to maintain a client-focused office environment.

Skills

Client communication

Tax knowledge

Interpersonal skills

Advisory experience

Education

High school diploma / GED

Bachelor’s degree in accounting or finance

Tools

GoSystem

UltraTax

AI tools (Copilot/ChatGPT)

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations, prepare accurate returns, and build lasting relationships. You will leverage training and technology to deliver expert guidance in a local tax office.

Responsibilities include interviewing clients, identifying tax savings opportunities, and providing IRS support as needed. Prior experience in tax preparation and strong communication are essential for success in this client-facing role.