Seasonal Tax Pro: Expert Returns & Client Guidance

H&R Block; Chapel Hill (NC); On-site; USD 30,000 - 39,000; Full time

Job summary

H&R Block in Chapel Hill, NC is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations and prepare accurate returns for individuals and businesses.

You'll conduct in-depth client interviews, offer personalized recommendations, and seek tax savings opportunities using H&R Block tools and training. This in-person role emphasizes client service, collaboration with the team, and the chance to grow expertise with competitive pay and incentives.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment.
• Minimum 1 year of experience in tax preparation or related field.
• Strong verbal and written communication; ability to explain tax concepts clearly.
• Must meet IRS and state continuing education requirements.

Responsibilities

• Prepare complete, accurate tax returns for individuals and businesses.
• Conduct in-depth client interviews to understand financial situations and tax implications.
• Provide personalized recommendations and identify tax savings opportunities.
• Provide IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team members and maintain a positive client-focused office environment.

Skills

Client-facing

Communication skills

Tax knowledge

Education

High school diploma / GED

Bachelor’s degree in accounting, finance or related field (preferred)

Tools

GoSystem

Ultratax

Job description

H&R Block in Chapel Hill, NC is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations and prepare accurate returns for individuals and businesses.

You'll conduct in-depth client interviews, offer personalized recommendations, and seek tax savings opportunities using H&R Block tools and training. This in-person role emphasizes client service, collaboration with the team, and the chance to grow expertise with competitive pay and incentives.