Seasonal Tax Pro: Trusted Client Advisor

H&R Block, Inc.; Newport (NC); On-site; USD 28,000 - 41,000; Full time

Job summary

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare complete and accurate returns for individuals and businesses, interviewing clients to tailor recommendations and uncover tax savings opportunities.

You will deliver empathetic, consultative service and support clients with IRS notices and audit guidance, while collaborating with the office team. The role is in-person at a local H&R Block tax office, offering a competitive hourly rate and incentive plan to reward impact

Qualifications

• Successful completion of the HR 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 HR 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

Tax knowledge

Client communication

Interviewing clients

IRS/state requirements

Relationship building

Education

Bachelor's degree in accounting, finance or related field

CPA or Enrolled Agent (EA)

IRS Circular 230 credential

High school diploma / GED / equivalent

Tools

GoSystem

Ultratax

Microsoft Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare complete and accurate returns for individuals and businesses, interviewing clients to tailor recommendations and uncover tax savings opportunities.

You will deliver empathetic, consultative service and support clients with IRS notices and audit guidance, while collaborating with the office team. The role is in-person at a local H&R Block tax office, offering a competitive hourly rate and incentive plan to reward impact