Seasonal Tax Pro: Complex Returns & Client Advisory

H&R Block; Sanford (NC); On-site; USD 25,000 - 34,000; Full time

Job summary

H&R Block in Sanford, NC is seeking a seasonal Experienced Tax Professional to prepare accurate returns and build lasting client relationships. You will interview clients, identify tax savings opportunities, and provide IRS support as needed.

The role offers industry-leading training, a competitive hourly rate, and the chance to grow in tax and financial services through hands-on client service. In-person at a local H&R Block tax office, you’ll collaborate with a supportive team and

Qualifications

• Minimum 1 year of tax preparation experience.
• Experience in client-facing or advisory roles.
• Complete IRS and state continuing education requirements.

Responsibilities

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

Skills

Tax knowledge

Client interviewing

Communication

Team collaboration

Attention to detail

Education

High school diploma / GED

Bachelor’s degree in accounting/finance

Tools

GoSystem

Ultratax

AI tools (Copilot, ChatGPT)

Job description

H&R Block in Sanford, NC is seeking a seasonal Experienced Tax Professional to prepare accurate returns and build lasting client relationships. You will interview clients, identify tax savings opportunities, and provide IRS support as needed.

The role offers industry-leading training, a competitive hourly rate, and the chance to grow in tax and financial services through hands-on client service. In-person at a local H&R Block tax office, you’ll collaborate with a supportive team and