Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block; Troy (NC); On-site; USD 28,000 - 41,000; Part time

Benefits offered by this job

Competitive hourly pay

Incentive plan

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations and prepare accurate returns for individuals and businesses. You will conduct in-depth client interviews, offer personalized recommendations, and identify tax-saving opportunities while delivering empathetic, consultative service.

You'll work with a supportive team in a local office with competitive hourly pay and incentives.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment
• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping, including preparing individual and business returns
• Experience working 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 all other IRS and applicable 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

Client facing

Communication

IRS guidance explanation

Education

High school diploma / GED

Bachelor's degree in accounting or related field

CPA or Enrolled Agent (EA)

Tools

GoSystem

UltraTax

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations and prepare accurate returns for individuals and businesses. You will conduct in-depth client interviews, offer personalized recommendations, and identify tax-saving opportunities while delivering empathetic, consultative service.

You'll work with a supportive team in a local office with competitive hourly pay and incentives.