Seasonal Tax Pro: Trusted Advisor & Prep

H&R Block, Inc.; Winston-Salem (NC); On-site; USD 28,000 - 41,000; Part time

Job summary

H&R Block, Inc. seeks a seasonal Experienced Tax Professional for in-person service at a local tax office in Winston-Salem, NC. You will prepare tax returns, interview clients, and provide personalized recommendations.

You’ll leverage training and technology, pursue savings opportunities, and build lasting client relationships while earning competitive hourly pay and an incentive plan that rewards impact.

Qualifications

• Completion of the HR Block Tax Knowledge Assessment.
• Minimum 1 year of experience in tax preparation or related fields.
• Experience in a client-facing, consultative role.
• Strong verbal and written communication with ability to explain tax concepts clearly.
• Must meet IRS and state requirements and complete continuing education.

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse situations (individuals and businesses).
• Conduct client interviews to understand finances and tax implications, then provide recommendations.
• Identify tax savings opportunities and relevant H&R Block products.
• Provide IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team to maintain a positive, client-focused office environment.

Skills

Client interviewing

Tax advisory

Communication skills

IRS regulations knowledge

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance or related field

Tools

GoSystem

UltraTax

AI tools (Copilot / ChatGPT)

Job description

H&R Block, Inc. seeks a seasonal Experienced Tax Professional for in-person service at a local tax office in Winston-Salem, NC. You will prepare tax returns, interview clients, and provide personalized recommendations.

You’ll leverage training and technology, pursue savings opportunities, and build lasting client relationships while earning competitive hourly pay and an incentive plan that rewards impact.