Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block

North Charleston (SC)

On-site

USD 30,000 - 39,000

Part time

8 days ago
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Job summary

H&R Block in Charleston, SC is seeking a seasonal Experienced Tax Professional to guide clients through complex returns with confidence. You will prepare accurate individual and business tax returns, interview clients to understand their financial situations, and offer personalized recommendations.

You’ll build lasting relationships by delivering empathetic, consultative service and identifying tax savings opportunities and relevant H&R Block products.

Qualifications

  • Successful completion of the H&R Block Tax Knowledge Assessment

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 experience
Communication skills
Tax advisory mindset

Education

High school diploma / GED / equivalent
Bachelor’s degree in accounting/finance (preferred)

Tools

GoSystem
UltraTax

Job description

H&R Block in Charleston, SC is seeking a seasonal Experienced Tax Professional to guide clients through complex returns with confidence. You will prepare accurate individual and business tax returns, interview clients to understand their financial situations, and offer personalized recommendations.

You’ll build lasting relationships by delivering empathetic, consultative service and identifying tax savings opportunities and relevant H&R Block products.

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