Seasonal Tax Pro: Complex Returns & Client Advisory

H&R Block; North Charleston (SC); On-site; USD 28,000 - 50,000; Full time

Benefits offered by this job

Competitive pay

Comprehensive benefits

Training opportunities

Job summary

H&R Block in Charleston, SC is seeking a Seasonal Experienced Tax Professional to prepare accurate tax returns for individuals and businesses. You will interview clients to understand financial situations and provide personalized recommendations.

Join a team-backed role with industry-leading training, a competitive hourly rate, and an incentive plan that rewards your impact as you grow tax expertise and serve clients. This is an in-person position at a local H&R Block tax office.

Qualifications

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

Communication skills

Tax preparation experience

Client-facing experience

IRS/state requirements

Education

Bachelor’s degree in accounting/finance

CPA or EA or IRS Circular 230 credential

Tools

GoSystem

Ultratax

AI tools (Copilot, ChatGPT)

Job description

H&R Block in Charleston, SC is seeking a Seasonal Experienced Tax Professional to prepare accurate tax returns for individuals and businesses. You will interview clients to understand financial situations and provide personalized recommendations.

Join a team-backed role with industry-leading training, a competitive hourly rate, and an incentive plan that rewards your impact as you grow tax expertise and serve clients. This is an in-person position at a local H&R Block tax office.