Seasonal Tax Pro — Expert Returns & Advisory

H&R Block; Kings Mountain (NC); Vor Ort; USD 28.000 - 55.000; Vollzeit

Zusammenfassung

H&R Block is seeking a Seasonal Experienced Tax Professional to help clients navigate complex tax situations with confidence. You will prepare accurate returns, uncover savings opportunities, and build lasting relationships with clients.

This in-person role at a local H&R Block office offers industry-leading training, technology, and an incentive plan that rewards your impact as you grow your tax expertise and serve clients.

Qualifikationen

• Must have 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

Aufgaben

• Prepare complete, accurate tax returns for clients
• 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

Kenntnisse

Client communication

Tax knowledge

Interviewing clients

IRS rules & notices

Problem solving

Ausbildung

High school diploma or GED

Bachelor’s degree in accounting or related field

CPA or Enrolled Agent (EA)

Tools

GoSystem

Ultratax

AI tools (Copilot, ChatGPT)

Jobbeschreibung

H&R Block is seeking a Seasonal Experienced Tax Professional to help clients navigate complex tax situations with confidence. You will prepare accurate returns, uncover savings opportunities, and build lasting relationships with clients.

This in-person role at a local H&R Block office offers industry-leading training, technology, and an incentive plan that rewards your impact as you grow your tax expertise and serve clients.