Seasonal Tax Pro: Returns & Client Advisory

H&R Block; Salisbury (NC); On-site; USD 28,000 - 39,000; Part time

Job summary

H&R Block is seeking a Seasonal Experienced Tax Professional to prepare accurate returns for individuals and businesses at a local tax office. You will interview clients to understand financial situations and provide personalized recommendations while building trusted relationships.

You'll help identify tax savings opportunities and use GoSystem/Ultratax to support clients, including IRS notice aid and audit guidance as needed.

Qualifications

• High school diploma or GED is required.
• Preferred Bachelor's degree in accounting, finance or related field.
• CPA or Enrolled Agent (EA) or IRS credential preferred.
• 1+ year experience in tax preparation or related field.
• Experience with client-facing advisory roles is ideal.

Responsibilities

• Prepare complete, accurate tax returns for individuals and businesses.
• Conduct in-depth client interviews to understand financial life changes.
• Provide clear, personalized tax recommendations and savings opportunities.
• Offer IRS support, notices assistance, and audit guidance as needed.
• Collaborate with team and maintain a client-centric office culture.

Skills

Client communication

Tax knowledge

IRS guidance

Education

High school diploma or GED

Bachelor's degree in accounting/finance

CPA or EA preferred

Tools

GoSystem

Ultratax

Job description

H&R Block is seeking a Seasonal Experienced Tax Professional to prepare accurate returns for individuals and businesses at a local tax office. You will interview clients to understand financial situations and provide personalized recommendations while building trusted relationships.

You'll help identify tax savings opportunities and use GoSystem/Ultratax to support clients, including IRS notice aid and audit guidance as needed.