Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block; Asheville (NC); On-site; USD 35,000 - 48,000; Full time

Benefits offered by this job

Incentive plan

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations. You will prepare accurate returns, interview clients for life changes, and offer personalized recommendations while leveraging training and technology.

The role is in-person at a local H&R Block tax office and includes an incentive plan based on impact and performance. This seasonal position emphasizes delivering empathetic, consultative service, building lasting client relationships,

Qualifications

• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping, including preparing individual and business returns
• Experience in a client-facing, consultative, or advisory role
• Strong verbal and written communication skills, including explaining tax concepts in client-friendly language
• Must complete continuing education and meet IRS/state requirements
• High school diploma or 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 and provide personalized recommendations
• Build trusted client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and product offerings
• Provide IRS support, tax notice assistance, and audit guidance as needed
• Collaborate with team members and contribute to a positive, client-focused office environment

Skills

Strong communication

Client facing

Explain tax concepts clearly

Team collaboration

Education

Bachelor's degree in accounting/finance

CPA or Enrolled Agent

High school diploma/GED

Tools

GoSystem

Ultratax

AI tools (Copilot, ChatGPT)

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations. You will prepare accurate returns, interview clients for life changes, and offer personalized recommendations while leveraging training and technology.

The role is in-person at a local H&R Block tax office and includes an incentive plan based on impact and performance. This seasonal position emphasizes delivering empathetic, consultative service, building lasting client relationships,