Seasonal Tax Pro: Expert Returns & Client Advisory

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

Job summary

H&R Block, Inc. is seeking an Experienced Tax Professional for a seasonal, in-person role at a local tax office. You will prepare returns and interview clients to understand their financial situations and provide personalized guidance.

Join a team with industry-leading training and technology, with a competitive hourly rate and incentive plan to reward your impact as you build tax expertise and serve clients.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment.
• Minimum 1 year of experience in tax preparation or related fields.
• Experience in a client-facing, consultative, or advisory role.
• Strong verbal and written communication skills.
• 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 situations.
• Conduct in-depth client interviews to understand financial situations and implications and provide recommendations.
• Build trusted client relationships and identify tax savings opportunities and related H&R Block products.
• Provide IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team members and maintain a positive, client-focused office environment.

Skills

Tax knowledge

Tax preparation

Client-facing

Communication skills

IRS/state requirements

Education

High school diploma or GED

Bachelor’s degree in accounting or related field

Tools

GoSystem

UltraTax

AI tools

Job description

H&R Block, Inc. is seeking an Experienced Tax Professional for a seasonal, in-person role at a local tax office. You will prepare returns and interview clients to understand their financial situations and provide personalized guidance.

Join a team with industry-leading training and technology, with a competitive hourly rate and incentive plan to reward your impact as you build tax expertise and serve clients.