Seasonal Tax Pro: In-Person Client Advisor & Savings

H&R Block, Inc.; Havelock (NC); On-site; USD 25,000 - 44,000; Part time

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to prepare complex individual and business returns and to guide clients through tax planning opportunities. You will conduct in-depth interviews, deliver clear recommendations, and help clients navigate IRS notices with support from training and technology.

This in-person role at a local H&R Block tax office emphasizes advisory client service, ongoing education, and building trusted relationships with diverse clients in a dynamic

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment.
• Minimum 1 year of experience in tax preparation or related fields.
• Experience in client-facing or advisory roles.
• Strong verbal and written communication; ability to explain tax concepts clearly.
• Must complete continuing education and meet IRS/state requirements.
• High school diploma or equivalent required.

Responsibilities

• Prepare complete, accurate tax returns for individuals and small businesses.
• Conduct client interviews to understand finances and tax implications.
• Identify tax savings opportunities and promote relevant products.
• Provide IRS support, notices, and audit guidance as needed.
• Collaborate with colleagues to maintain a positive client-focused office.

Skills

Tax preparation

Client advisory

Tax knowledge

Communication skills

Software literacy

Education

High school diploma / GED

Bachelor’s degree in accounting or finance

CPA or Enrolled Agent (EA) preferred

Tools

GoSystem

UltraTax

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to prepare complex individual and business returns and to guide clients through tax planning opportunities. You will conduct in-depth interviews, deliver clear recommendations, and help clients navigate IRS notices with support from training and technology.

This in-person role at a local H&R Block tax office emphasizes advisory client service, ongoing education, and building trusted relationships with diverse clients in a dynamic