Seasonal Tax Pro - Expert Returns & Client Advisory

H&R Block, Inc.; Cornelius (NC); On-site; USD 28,000 - 55,000; Full time

Benefits offered by this job

Competitive pay

Benefits package

Training resources

Job summary

H&R Block, Inc. is seeking an Experienced Tax Professional for a seasonal, in-office role.

You will prepare complete, accurate returns for individuals and businesses, interview clients to understand their financial situations, and identify tax savings opportunities while delivering empathetic, consultative service. You'll rely on industry-leading training and technology to support your work, with a competitive hourly rate and an incentive plan that rewards your impact as you grow your tax

Qualifications

• Must complete 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 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

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 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

Skills

Client relationship management

Communication

Tax knowledge

IRS knowledge

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance or related field

Tools

GoSystem

Ultratax

AI tools (Copilot, ChatGPT)

Job description

H&R Block, Inc. is seeking an Experienced Tax Professional for a seasonal, in-office role.

You will prepare complete, accurate returns for individuals and businesses, interview clients to understand their financial situations, and identify tax savings opportunities while delivering empathetic, consultative service. You'll rely on industry-leading training and technology to support your work, with a competitive hourly rate and an incentive plan that rewards your impact as you grow your tax