Seasonal Tax Pro: Trusted Advisor & Prep Expert

H&R Block, Inc.

Wilkesboro (NC)

On-site

USD 25,000 - 44,000

Full time

14 days+

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Benefits offered by this job

Competitive hourly rate
Incentive plan
Industry-leading training

Job summary

H&R Block in Wilkesboro, NC seeks a Seasonal Experienced Tax Professional to help clients navigate complex tax situations with confidence. Your role includes preparing accurate returns, identifying savings opportunities, and building lasting client relationships, supported by training, technology, and an incentive plan as you grow tax expertise.

This role is in-person at a local H&R Block tax office, with a competitive hourly rate and ongoing education to stay ahead in tax and financial

Qualifications

  • 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 working in a client facing, consultative, or advisory role.
  • Strong verbal and written communication skills, including the ability to explain tax concepts in client-friendly language.
  • Must complete continuing education and meet all other IRS and applicable state requirements.
  • High school diploma / GED / equivalent required.

Responsibilities

  • 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.

Skills

Client communication
Interviewing
Tax knowledge
IRS/state requirements
Explain tax concepts
Advisory mindset
Collaboration
Consultative service

Education

High school diploma or GED
H&R Block Tax Knowledge Assessment
Bachelor’s degree in accounting or finance
CPA or Enrolled Agent (EA)

Tools

GoSystem
Ultratax
AI-powered tools (e.g., Copilot, ChatGPT)

Job description

H&R Block in Wilkesboro, NC seeks a Seasonal Experienced Tax Professional to help clients navigate complex tax situations with confidence. Your role includes preparing accurate returns, identifying savings opportunities, and building lasting client relationships, supported by training, technology, and an incentive plan as you grow tax expertise.

This role is in-person at a local H&R Block tax office, with a competitive hourly rate and ongoing education to stay ahead in tax and financial

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