Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block; Havelock (NC); On-site; USD 25,000 - 36,000; Full time

Job summary

H&R Block in Wilmington, NC is seeking a seasonal Experienced Tax Professional who serves as a trusted advisor to help clients navigate complex tax situations. You will prepare complete and accurate returns for individuals and businesses, conduct in-depth interviews, and offer personalized recommendations while building lasting client relationships.

You'll receive industry-leading training and technology, a competitive hourly rate, and an incentive plan recognizing your impact as you grow

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 working 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

Tax knowledge

Client interview

Attention to detail

Communication skills

Education

Bachelor’s degree in accounting

CPA or Enrolled Agent

High school diploma / GED

Tools

GoSystem

Ultratax

Job description

H&R Block in Wilmington, NC is seeking a seasonal Experienced Tax Professional who serves as a trusted advisor to help clients navigate complex tax situations. You will prepare complete and accurate returns for individuals and businesses, conduct in-depth interviews, and offer personalized recommendations while building lasting client relationships.

You'll receive industry-leading training and technology, a competitive hourly rate, and an incentive plan recognizing your impact as you grow