Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block, Inc.; Troy (NC); On-site; USD 28,000 - 39,000; Full time

Job summary

H&R Block, Inc. seeks an Experienced Tax Professional to prepare complete tax returns for individuals and businesses, and to interview clients to tailor personalized recommendations.

This in-person role focuses on building lasting client relationships, uncovering savings, and delivering consultative service with the latest tax tech and training. The position emphasizes accurate returns, opportunities for growth in tax and financial services, and a supportive office environment with competitive

Qualifications

• Successful completion of the HR Block Tax Knowledge Assessment 1.
• 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 HR 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

Verbal & written communication

Tax knowledge

Interviewing clients

Attention to detail

Education

High school diploma / GED

Bachelor’s degree in accounting/finance/related field

CPA or Enrolled Agent (EA) or IRS Circular 230 credential

Tools

GoSystem

Ultratax

AI-powered tools (Copilot, ChatGPT)

Job description

H&R Block, Inc. seeks an Experienced Tax Professional to prepare complete tax returns for individuals and businesses, and to interview clients to tailor personalized recommendations.

This in-person role focuses on building lasting client relationships, uncovering savings, and delivering consultative service with the latest tax tech and training. The position emphasizes accurate returns, opportunities for growth in tax and financial services, and a supportive office environment with competitive