Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block, Inc.; Fort Mill (SC); On-site; USD 25,000 - 39,000; Part time

Benefits offered by this job

Competitive pay

Job summary

H&R Block in Fort Mill, SC is seeking an Experienced Tax Professional to prepare accurate returns, advise clients, and uncover savings opportunities. This in-person role offers industry-leading training, supportive team, and an incentive plan aligned with your impact.

You will conduct client interviews, handle diverse tax situations, provide IRS support, and collaborate with colleagues to deliver empathetic, consultative service.

Qualifications

• Successful completion of 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 ability to explain tax concepts in client-friendly language.
• Must complete continuing education and meet IRS/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-facing communication

Verbal and written communication

Advisory mindset

Education

High school diploma / GED

Bachelor’s degree in accounting or finance (preferred)

CPA or Enrolled Agent (EA) or IRS credentials (preferred)

Tools

GoSystem

Ultratax

Microsoft Copilot

ChatGPT

Job description

H&R Block in Fort Mill, SC is seeking an Experienced Tax Professional to prepare accurate returns, advise clients, and uncover savings opportunities. This in-person role offers industry-leading training, supportive team, and an incentive plan aligned with your impact.

You will conduct client interviews, handle diverse tax situations, provide IRS support, and collaborate with colleagues to deliver empathetic, consultative service.