Seasonal Tax Pro: Expert Returns & Client Advisory

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

Job summary

H&R Block, Inc. in Charlotte, NC is seeking an Experienced Tax Professional for the seasonal period.

You will prepare returns for individuals and businesses and guide clients through complex tax issues with clear, personalized advice. You'll interview clients to understand financial changes, identify tax-saving opportunities, and provide IRS support while delivering empathetic service in a collaborative office.

Qualifications

• Completion of the HR Block Tax Knowledge Assessment.
• At least 1 year of tax prep, accounting, finance, or bookkeeping experience.
• Experience in client-facing, consultative, or advisory roles.
• Strong verbal and written communication; explain tax concepts clearly.
• Must complete continuing education and meet IRS/state requirements.
• High school diploma or GED 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, personalized 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, share knowledge, and contribute to a positive, client-focused office environment

Skills

Tax preparation

Client advisory

IRS knowledge

Communication

Education

High school diploma or GED

CPA or Enrolled Agent preferred

Tools

GoSystem

UltraTax

Microsoft Copilot

ChatGPT

Job description

H&R Block, Inc. in Charlotte, NC is seeking an Experienced Tax Professional for the seasonal period.

You will prepare returns for individuals and businesses and guide clients through complex tax issues with clear, personalized advice. You'll interview clients to understand financial changes, identify tax-saving opportunities, and provide IRS support while delivering empathetic service in a collaborative office.