Seasonal Tax Pro: Complex Returns & Trusted Advisor

H&R Block; Piney Green (NC); On-site; USD 2,755,000 - 3,857,000; Part time

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns for individuals and businesses, conduct client interviews, and offer personalized tax-saving recommendations. This in-person role emphasizes building trusted client relationships and providing IRS support when needed.

You’ll work with a supportive team, utilize leading tax software, and benefit from industry-leading training plus an incentive plan tied to performance.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment1
• 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

IRS/state requirements knowledge

Education

High school diploma or GED

Bachelor’s degree in accounting/finance

Tools

GoSystem

Ultratax

AI-powered tools (Copilot, ChatGPT)

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns for individuals and businesses, conduct client interviews, and offer personalized tax-saving recommendations. This in-person role emphasizes building trusted client relationships and providing IRS support when needed.

You’ll work with a supportive team, utilize leading tax software, and benefit from industry-leading training plus an incentive plan tied to performance.