Seasonal Tax Pro: Complex Returns & Client Advisory

H&R Block; Cherryville (NC); On-site; USD 28,000 - 39,000; Full time

Benefits offered by this job

Competitive pay

Incentive plan

In-person at local tax office

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns for individuals and businesses. You will interview clients, offer personalized recommendations, and build trusted relationships with empathetic, consultative service.

You will provide IRS support and audit guidance when needed, collaborating with team members in a supportive, client-focused office environment.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment.
• 1 year of experience in tax preparation or related fields.
• Experience in client-facing, consultative, or advisory roles.
• Strong verbal and written communication, with ability to explain tax concepts clearly.
• Must meet IRS/state continuing education requirements.

Responsibilities

• Prepare complete, accurate tax returns for individuals and businesses.
• Interview clients to understand finances and tax implications, offering recommendations.
• Build relationships and identify tax savings opportunities and H&R Block products.
• Provide IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team members to maintain a positive office environment.

Skills

Client facing

Consultative

Advisory role

Explain tax concepts

Communication skills

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting/finance

Tools

GoSystem

UltrasTax

Microsoft Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns for individuals and businesses. You will interview clients, offer personalized recommendations, and build trusted relationships with empathetic, consultative service.

You will provide IRS support and audit guidance when needed, collaborating with team members in a supportive, client-focused office environment.