Seasonal Tax Pro: Complex Returns & Client Advisory

H&R Block; Raleigh (NC); On-site; USD 28,000 - 41,000; Part time

Job summary

H&R Block in Raleigh, NC, is seeking a Seasonal Experienced Tax Professional to prepare accurate returns for individuals and businesses, conduct client interviews, and deliver clear, personalized recommendations.

You will work in-person at a local tax office, benefit from industry-leading training, a competitive hourly rate, and an incentive plan that rewards your impact as you build tax expertise and serve clients.

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

Client-facing communication

Tax knowledge

Interviewing clients

Attention to detail

Time management

Education

Bachelor's degree in accounting, finance or related field

High school diploma or GED

Tools

GoSystem Tax software

UltraTax

AI tools (e.g., Copilot, ChatGPT)

Job description

H&R Block in Raleigh, NC, is seeking a Seasonal Experienced Tax Professional to prepare accurate returns for individuals and businesses, conduct client interviews, and deliver clear, personalized recommendations.

You will work in-person at a local tax office, benefit from industry-leading training, a competitive hourly rate, and an incentive plan that rewards your impact as you build tax expertise and serve clients.