Seasonal Tax Pro: Expert Returns & Client Advisory

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

Job summary

H&R Block seeks a Seasonal Experienced Tax Professional to serve clients with complex tax needs. You will prepare accurate returns for individuals and businesses, interview clients, and recommend tax-saving opportunities using our training and technology.

This role offers a competitive hourly rate and an incentive plan to reward impact and tax expertise growth. Role is in-person at a local H&R Block tax office, with opportunities for ongoing learning and career growth within tax and

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment1
• 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

Tax knowledge assessment

Tax preparation experience

Client-facing

Communication skills

IRS/state requirements knowledge

Education

High school diploma / GED / equivalent

Bachelor's degree in accounting, finance or related field

CPA or Enrolled Agent (EA)

Tools

GoSystem

UltraTax

Microsoft Copilot

ChatGPT

Job description

H&R Block seeks a Seasonal Experienced Tax Professional to serve clients with complex tax needs. You will prepare accurate returns for individuals and businesses, interview clients, and recommend tax-saving opportunities using our training and technology.

This role offers a competitive hourly rate and an incentive plan to reward impact and tax expertise growth. Role is in-person at a local H&R Block tax office, with opportunities for ongoing learning and career growth within tax and