Experienced Tax Professional

H&R Block•ROCK HILL, SC

2d•Onsite

About The Position

As a seasonal Experienced Tax Professional at H&R Block, you are a trusted advisor who helps clients navigate complex tax situations with confidence. You'll use your expertise to prepare accurate returns, uncover savings opportunities, and build lasting client relationships — backed by industry-leading training and technology, a competitive hourly rate, and an incentive plan that rewards your impact as you build your tax expertise and serve clients. Whether you're looking for meaningful seasonal work or a path to grow in tax and financial services, this is the place. This role is in-person at a local H&R Block tax office.

Requirements

Successful completion of the H&R Block Tax Knowledge Assessment1
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

Nice To Haves

Bachelor’s degree in accounting, finance or a related field
5+ years of experience in tax preparation, accounting, finance, bookkeeping
CPA or Enrolled Agent (EA), or other IRS Circular 230 credential
Experience completing complex returns, tax planning, audit support, or tax notice resolution
Familiarity with GoSystem or Ultratax software
Familiarity with AI-powered tools (e.g., Microsoft Copilot, ChatGPT)
Experience in a consultative or advisory client relationship role (financial advising, insurance, or professional services)

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