Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block, Inc.; Hudson (NC); On-site; USD 28,000 - 41,000; Full time

Job summary

H&R Block is seeking a Seasonal Experienced Tax Professional to prepare complete and accurate returns for individuals and businesses, interviewing clients to understand tax situations and offering personalized recommendations.

This in-person role at a local H&R Block tax office involves identifying tax savings opportunities, delivering empathetic service, and leveraging our training and technology to serve clients effectively. Join a supportive team focused on client outcomes.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment.
• Minimum 1 year of experience in tax preparation or related fields.
• Experience in client-facing, consultative, or advisory roles.
• High school diploma or GED or 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

Communication

Client-facing

Interviewing clients

Education

High school diploma or GED

Bachelor's degree in accounting/finance or related field

Tools

GoSystem

UltraTax

AI tools (Copilot, ChatGPT)

Job description

H&R Block is seeking a Seasonal Experienced Tax Professional to prepare complete and accurate returns for individuals and businesses, interviewing clients to understand tax situations and offering personalized recommendations.

This in-person role at a local H&R Block tax office involves identifying tax savings opportunities, delivering empathetic service, and leveraging our training and technology to serve clients effectively. Join a supportive team focused on client outcomes.