Seasonal Tax Pro - Expert Returns & Client Advisory

H&R Block, Inc.; New Bern (NC); Vor Ort; USD 28.000 - 41.000; Vollzeit

Benefits dieser Stelle

Competitive pay

Training & development

Zusammenfassung

H&R Block, Inc. in Wilmington, NC is seeking a seasonal Experienced Tax Professional to prepare complex tax returns and deliver client-focused service.

You will interview clients, assess financial situations, and offer personalized recommendations while building long-term relationships. In this in-person role, you’ll leverage training and technology to uncover savings opportunities, support clients through tax notices, and collaborate with teammates to maintain a high-performing office culture

Qualifikationen

• 1 year of tax preparation, accounting, finance, or bookkeeping experience.
• Experience in client-facing advisory roles.
• Ability to explain tax concepts clearly.
• Must meet IRS/state requirements.
• High school diploma or equivalent.

Aufgaben

• Prepare complete and accurate tax returns for individuals and businesses.
• Interview clients to assess financial situations and tax implications.
• Identify tax savings opportunities and cross-sell H&R Block products.
• Provide IRS support and audit guidance as needed.
• Collaborate with team to maintain a positive office environment.

Kenntnisse

Tax preparation

Client communication

IRS knowledge

Consultative service

Ausbildung

High school diploma/ GED

Bachelor’s degree preferred

Tools

GoSystem

UltraTax

Jobbeschreibung

H&R Block, Inc. in Wilmington, NC is seeking a seasonal Experienced Tax Professional to prepare complex tax returns and deliver client-focused service.

You will interview clients, assess financial situations, and offer personalized recommendations while building long-term relationships. In this in-person role, you’ll leverage training and technology to uncover savings opportunities, support clients through tax notices, and collaborate with teammates to maintain a high-performing office culture