Seasonal Tax Pro — Trusted Advisor (In-Person)

H&R Block, Inc.; Winston-Salem (NC); In loco; USD 25.000 - 39.000; Tempo pieno

Descrizione del lavoro

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate returns and guide clients through complex tax situations in Winston-Salem, NC. You will interview clients, identify tax savings opportunities, and provide personalized recommendations while leveraging training and technology to support your growth.

This in-person role emphasizes building lasting client relationships, offering an hourly rate and incentive plan to reward your impact as you expand tax expertise and

Competenze

• Successful completion of the H&R Block Tax Knowledge Assessment
• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping, including preparing individual and business returns
• Experience in a client facing, consultative, or advisory role
• Strong verbal and written communication skills, including explaining tax concepts in client-friendly language
• Must complete continuing education and meet IRS/state requirements
• High school diploma / GED / equivalent required

Mansioni

• Prepare complete, accurate tax returns for clients with diverse and complex tax situations, including individual and business returns
• Conduct in-depth client interviews to understand financial situations, life changes, and tax implications — then provide clear, personalized recommendations
• Build trusted client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and relevant H&R Block products
• Provide IRS support, tax notice assistance, and audit guidance to clients as needed
• Collaborate with team members, share knowledge, and contribute to a positive, client-focused office environment

Conoscenze

Client interviewing

Verbal & written communication

Attention to detail

IRS/state requirements

Ongoing education compliance

Formazione

High school diploma / GED / equivalent

Bachelor’s degree in accounting/finance

Strumenti

GoSystem

Ultratax

AI tools (Copilot, ChatGPT)

Descrizione del lavoro

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate returns and guide clients through complex tax situations in Winston-Salem, NC. You will interview clients, identify tax savings opportunities, and provide personalized recommendations while leveraging training and technology to support your growth.

This in-person role emphasizes building lasting client relationships, offering an hourly rate and incentive plan to reward your impact as you expand tax expertise and