Seasonal Tax Pro: Expert Returns & Trusted Advisory

H&R Block; Newland (NC); On-site; USD 35,000 - 55,000; Full time

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to assist clients with complex tax situations, preparing accurate returns for individuals and businesses. You will interview clients to gather details, offer personalized recommendations, and help identify tax savings opportunities using H&R Block tools and training.

This in-person role at a local H&R Block office emphasizes empathetic client service, collaboration with teammates, and adherence to IRS/state requirements.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment.
• Minimum 1 year of experience in tax preparation or related fields, including individual and business returns.
• Experience in a client-facing, consultative, or advisory role.
• Strong verbal and written communication skills; able to explain tax concepts clearly to clients.

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse and complex situations (individual and business).
• Conduct in-depth client interviews to understand financials, life changes, and tax implications; provide tailored recommendations.
• Build trusted client relationships by delivering empathetic, consultative service and identifying tax savings opportunities.
• Provide IRS support, tax notice assistance, and audit guidance to clients as needed.
• Collaborate with team members and contribute to a positive, client-focused office environment.

Skills

Tax knowledge assessment

Client-facing advisory

Communication skills

IRS/state requirements compliance

Education

High school diploma

Bachelor’s degree (preferred)

Tools

GoSystem

Ultratax

AI tools (Copilot, ChatGPT)

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to assist clients with complex tax situations, preparing accurate returns for individuals and businesses. You will interview clients to gather details, offer personalized recommendations, and help identify tax savings opportunities using H&R Block tools and training.

This in-person role at a local H&R Block office emphasizes empathetic client service, collaboration with teammates, and adherence to IRS/state requirements.