Seasonal Tax Pro: Expert Returns & Client Advisory

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

Job summary

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare accurate returns for individuals and businesses, conduct client interviews, and offer personalized tax-saving recommendations. This in-person role emphasizes client relationships and collaborative office work.

The position involves tax notice support, IRS guidance, and ongoing training with industry-leading tools. A competitive hourly rate and incentive plan accompany the role as you build tax expertise with H&R Block.

Qualifications

• Minimum 1 year of experience in tax preparation or related fields.
• Experience in a client-facing, consultative, or advisory role.
• Must complete continuing education and meet IRS/state requirements.
• High school diploma or GED is required.

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse situations.
• Conduct in-depth client interviews to understand financials and tax implications.
• Provide personalized recommendations and identify tax savings opportunities.
• Provide IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team members to foster a positive office environment.

Skills

Client interviews

Communication

Tax knowledge

Tax preparation

Education

High school diploma or GED

Bachelor's degree in accounting/finance

CPA or Enrolled Agent (EA)

Tools

GoSystem

Ultratax

Job description

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare accurate returns for individuals and businesses, conduct client interviews, and offer personalized tax-saving recommendations. This in-person role emphasizes client relationships and collaborative office work.

The position involves tax notice support, IRS guidance, and ongoing training with industry-leading tools. A competitive hourly rate and incentive plan accompany the role as you build tax expertise with H&R Block.