Seasonal Tax Pro: Expert Returns & Advisory

H&R Block, Inc.; Boone (NC); On-site; USD 25,000 - 39,000; Full time

Job summary

H&R Block, a trusted leader in tax preparation, is seeking a Seasonal Experienced Tax Professional. You will prepare returns for individuals and businesses, interview clients to assess finances, and offer tailored tax-saving recommendations.

Join a supportive team at a local H&R Block office. The role emphasizes client service excellence, IRS notice support, and continued learning through our training and tools.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment.
• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping.
• Experience in client-facing, consultative, or advisory roles.
• Ability to explain tax concepts in client-friendly language.
• Need to complete continuing education and meet IRS/state requirements.
• High school diploma or equivalent required.

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse situations.
• Conduct in-depth client interviews to understand finances and tax implications.
• Provide personalized recommendations and identify tax savings opportunities.
• Provide IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team and maintain a client-focused office environment.

Skills

Tax knowledge assessment

Tax preparation

Client-facing advisory

IRS/state requirements

Education

High school diploma

Bachelor's degree preferred

Tools

GoSystem

UltraTax

Job description

H&R Block, a trusted leader in tax preparation, is seeking a Seasonal Experienced Tax Professional. You will prepare returns for individuals and businesses, interview clients to assess finances, and offer tailored tax-saving recommendations.

Join a supportive team at a local H&R Block office. The role emphasizes client service excellence, IRS notice support, and continued learning through our training and tools.