Seasonal Tax Pro: Expert Returns & Client Guidance

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

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate returns for individuals and businesses and to interview clients for personalized recommendations. You will deliver empathetic, consultative service while contributing to a positive office environment at a local H&R Block tax office in Wilmington, NC.

Applicants should have tax, accounting, or finance experience, strong communication skills, and be prepared to complete required IRS/state continuing education.

Qualifications

• Prepare complete, accurate tax returns for clients with diverse and complex situations.
• Conduct in-depth client interviews to understand financial situations and tax implications.
• Provide clear, personalized recommendations and build trusted client relationships.
• Assist with IRS notices, audits, and tax guidance as needed.
• Work in a collaborative, client-focused office environment.

Responsibilities

• Prepare complete tax returns for individuals and businesses.
• Conduct client interviews to assess financial changes and implications.
• Offer tax savings opportunities and relevant products.
• Provide IRS support and audit guidance when required.
• Collaborate with team and maintain positive office culture.

Skills

Tax preparation

Client interviewing

Communication

Education

Bachelor’s degree in accounting or related field

CPA or Enrolled Agent (EA)

High school diploma / GED

Tools

GoSystem

Ultriax

AI tools (Copilot, ChatGPT)

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate returns for individuals and businesses and to interview clients for personalized recommendations. You will deliver empathetic, consultative service while contributing to a positive office environment at a local H&R Block tax office in Wilmington, NC.

Applicants should have tax, accounting, or finance experience, strong communication skills, and be prepared to complete required IRS/state continuing education.