Seasonal Tax Pro: Expert Returns and Client Advisory

H&R Block; Hildebran (NC); On-site; USD 21,000 - 34,000; Full time

Job summary

H&R Block in Winston-Salem, NC is seeking a seasonal Experienced Tax Professional to prepare accurate returns for diverse clients, interview deeply for financial situations, and offer personalized tax-saving recommendations. The role emphasizes client relationships and leveraging H&R Block tools and training.

You’ll provide IRS support and audit guidance as needed, collaborating with teammates to maintain a high-quality, client-focused office atmosphere and drive tax expertise growth along the

Qualifications

• Experience in tax preparation, accounting, finance, or bookkeeping.
• Ability to explain tax concepts in client-friendly language.
• Must complete continuing education and meet IRS/state requirements.
• Experience in client-facing, consultative or advisory roles.

Responsibilities

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

Skills

Client-facing

Communication

Consultative approach

Attention to detail

Tax knowledge

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting or finance

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

H&R Block Tax Knowledge Assessment

Tools

GoSystem

UltrasTax

AI tools (Copilot, ChatGPT)

Job description

H&R Block in Winston-Salem, NC is seeking a seasonal Experienced Tax Professional to prepare accurate returns for diverse clients, interview deeply for financial situations, and offer personalized tax-saving recommendations. The role emphasizes client relationships and leveraging H&R Block tools and training.

You’ll provide IRS support and audit guidance as needed, collaborating with teammates to maintain a high-quality, client-focused office atmosphere and drive tax expertise growth along the