Seasonal Tax Pro: Expert Returns & Client Advisory

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

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional in Cary, NC. You will prepare complete tax returns for individuals and businesses, conduct client interviews to tailor recommendations, and build lasting relationships with clients while leveraging training and technology.

This in-person role offers an hourly rate and performance incentives to reward impact. The position emphasizes guiding clients through complex tax situations, identifying savings opportunities, and delivering

Qualifications

• Successful completion of the HR Block Tax Knowledge Assessment.
• 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; ability to explain tax concepts plainly.
• Must complete continuing education and meet IRS and 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 recommendations.
• Build trusted client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and relevant HR Block products.
• Provide IRS support, tax notice assistance, and audit guidance to clients as needed.
• Collaborate with team members and contribute to a positive, client-focused office environment.

Skills

Client facing

Interviews clients

Communication skills

Tax concepts explained

Education

High school diploma / GED / equivalent

Bachelor’s degree (preferred)

Tools

GoSystem

UltrasTax

Job description

H&R Block is seeking a seasonal Experienced Tax Professional in Cary, NC. You will prepare complete tax returns for individuals and businesses, conduct client interviews to tailor recommendations, and build lasting relationships with clients while leveraging training and technology.

This in-person role offers an hourly rate and performance incentives to reward impact. The position emphasizes guiding clients through complex tax situations, identifying savings opportunities, and delivering