Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block, Inc.; Kings Mountain (NC); On-site; USD 28,000 - 39,000; Part time

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional for an in-person office role in North Carolina. You will prepare complete tax returns for individuals and businesses, interview clients to assess tax implications, and offer personalized recommendations while building long-term client relationships.

Among your responsibilities, you’ll deliver empathetic, consultative service, identify tax savings opportunities and support clients with IRS notices or audits.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment
• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping
• Experience 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 IRS and 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

Communication skills

Client-facing

Explain tax concepts

Continuing education

IRS/state requirements

Tax knowledge

Education

Bachelor's degree in accounting/finance related field

CPA or Enrolled Agent (EA)

High school diploma / GED

Tools

GoSystem

Ultratax

Microsoft Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Experienced Tax Professional for an in-person office role in North Carolina. You will prepare complete tax returns for individuals and businesses, interview clients to assess tax implications, and offer personalized recommendations while building long-term client relationships.

Among your responsibilities, you’ll deliver empathetic, consultative service, identify tax savings opportunities and support clients with IRS notices or audits.