Seasonal Tax Pro: Expert Prep, Client Advisory

H&R Block, Inc.; St. Pauls (NC); On-site; USD 28,000 - 36,000; Full time

Job summary

H&R Block, Inc. is seeking a Seasonal Experienced Tax Professional to prepare complete, accurate returns for individuals and small businesses, interview clients, and identify tax savings opportunities in a client-centered office.

You'll leverage our training and technology, deliver empathetic service, and build lasting client relationships while working in-person at a local H&R Block tax office in North Carolina. This seasonal role offers competitive pay and growth potential.

Qualifications

• Must have successfully completed 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 communication

Client advisory

Verbal and written communication

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance or related field

CPA or Enrolled Agent (EA) or IRS Circular 230 credential

Tools

GoSystem

Ultratax

AI-powered tools (Copilot, ChatGPT)

Job description

H&R Block, Inc. is seeking a Seasonal Experienced Tax Professional to prepare complete, accurate returns for individuals and small businesses, interview clients, and identify tax savings opportunities in a client-centered office.

You'll leverage our training and technology, deliver empathetic service, and build lasting client relationships while working in-person at a local H&R Block tax office in North Carolina. This seasonal role offers competitive pay and growth potential.