Seasonal Tax Pro: Trusted Advisor & Savings Expert

H&R Block, Inc.; Hickory (NC); On-site; USD 28,000 - 50,000; Full time

Job summary

H&R Block, Inc. is seeking a Seasonal Experienced Tax Professional to prepare complex tax returns and advise clients within a local tax office in North Carolina. You will interview clients, identify tax savings opportunities, and collaborate with teammates to deliver empathetic, client-focused service.

The role emphasizes tax expertise, ongoing education, and compliance with IRS/state requirements, with an incentive plan linked to your impact and performance this tax season.

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 in a client-facing, consultative, or advisory role.
• Strong verbal and written communication skills and the ability to explain tax concepts clearly.
• Must complete continuing education and meet IRS and 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 and tax implications, then provide clear recommendations.
• Build trusted client relationships and identify tax savings opportunities and relevant H&R Block products.
• Provide IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team members and contribute to a positive client-focused office environment.

Skills

Client-facing experience

Strong communication

Tax knowledge assessment

Education

High school diploma / GED / equivalent

Tools

GoSystem

Ultratax

AI tools familiarity

Job description

H&R Block, Inc. is seeking a Seasonal Experienced Tax Professional to prepare complex tax returns and advise clients within a local tax office in North Carolina. You will interview clients, identify tax savings opportunities, and collaborate with teammates to deliver empathetic, client-focused service.

The role emphasizes tax expertise, ongoing education, and compliance with IRS/state requirements, with an incentive plan linked to your impact and performance this tax season.