Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block; Shelby (NC); On-site; USD 30,000 - 50,000; Full time

Benefits offered by this job

Incentive plan

Competitive hourly pay

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations with confidence. You will prepare accurate returns for individuals and businesses, conduct in-depth client interviews, and deliver personalized recommendations with an empathetic, consultative approach.

You'll benefit from industry-leading training, cutting-edge technology, and an incentive plan that rewards your impact as you grow your tax expertise and serve clients in a local office.

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 roles
• Strong verbal and written communication; ability to explain tax concepts clearly
• Must complete continuing education and meet IRS/state requirements
• High school diploma or GED required

Responsibilities

• Prepare complete, accurate tax returns for individuals and businesses
• Conduct in-depth client interviews to understand financial situations
• Provide personalized recommendations and tax savings opportunities
• Build trusted client relationships and explain tax concepts clearly
• Provide IRS support and audit guidance as needed; collaborate with team

Skills

Tax knowledge

Client communication

Attention to detail

Continuous education

Education

Bachelor’s degree in accounting or related field

CPA or Enrolled Agent

Tools

GoSystem

Ultratax

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations with confidence. You will prepare accurate returns for individuals and businesses, conduct in-depth client interviews, and deliver personalized recommendations with an empathetic, consultative approach.

You'll benefit from industry-leading training, cutting-edge technology, and an incentive plan that rewards your impact as you grow your tax expertise and serve clients in a local office.