Seasonal Tax Pro — Client Advisory & Savings

H&R Block, Inc.; Pembroke (NC); On-site; USD 28,000 - 48,000; Part time

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional for in-person work at a local tax office. You will prepare complete, accurate tax returns for individuals and businesses, conduct client interviews to understand financial situations, and provide personalized recommendations.

You will build trusted client relationships and look for tax savings opportunities, while supporting IRS notices and guidance as needed.

Qualifications

• Completion of the HR Block Tax Knowledge Assessment.
• At least 1 year of tax preparation, accounting, finance, or bookkeeping experience.
• Experience in a client-facing, consultative role.
• Must meet IRS and state continuing education requirements and have a HS diploma.

Responsibilities

• Prepare complete, accurate tax returns for individuals and businesses.
• Conduct client interviews to assess financial situations and tax implications, offering recommendations.
• Build trusted client relationships and identify tax saving opportunities.
• Provide IRS support, tax notices assistance, and audit guidance as needed.
• Collaborate with team members to maintain a client-focused office environment.

Skills

Client facing

Communication

Tax knowledge

Continuing education

Education

High school diploma

Bachelor's degree in accounting/finance

Tools

GoSystem

Ultratax

AI tools (Copilot/ChatGPT)

Job description

H&R Block is seeking a seasonal Experienced Tax Professional for in-person work at a local tax office. You will prepare complete, accurate tax returns for individuals and businesses, conduct client interviews to understand financial situations, and provide personalized recommendations.

You will build trusted client relationships and look for tax savings opportunities, while supporting IRS notices and guidance as needed.