Experience Tax Professional

H&R Block; Waverly (TN); On-site; USD 55,000 - 75,000; Full time

Job summary

H&R Block in the Memphis Metropolitan Area is seeking an Experience Tax Professional to join our on-site team. The role focuses on preparing accurate and compliant individual and small business tax returns, applying up-to-date tax knowledge and filing requirements.

You will conduct detailed client interviews, analyze financial records, identify tax-saving opportunities, and explain outcomes clearly. Collaboration with office leadership and peers supports client retention and quality during peak

Qualifications

• Strong expertise in Tax Preparation and Tax, including experience with individual and small business returns.
• Proficiency in Tax Planning to identify deductions, credits, and strategies that optimize client tax positions.
• Solid understanding of Tax Law and regulations, with the ability to interpret and apply current tax codes.
• Knowledge of Finance concepts related to income, expenses, investments, and small business operations.
• Relevant certification or licensing (e.g., EA, CPA, or state-specific tax preparer credentials) preferred.
• Prior experience in a professional tax preparation environment, ideally in a client-facing role.
• Strong analytical, problem-solving, and attention-to-detail skills, with the ability to handle complex scenarios.
• Effective written and verbal communication skills and the ability to explain tax matters in clear, accessible language.
• Comfort with tax preparation software, digital tools, and secure data handling practices.
• Ability to work on-site in the Memphis Metropolitan Area, collaborate with a diverse team, and support extended hours during peak tax season.

Responsibilities

• Prepare accurate and compliant individual and small business tax returns.
• Conduct detailed client interviews and analyze financial records.
• Identify tax-saving opportunities and explain outcomes and options.
• Review complex returns and resolve tax-related questions.
• Support clients with IRS or state notices and maintain confidentiality.
• Collaborate with office leadership and peers to support quality and operations during tax season and beyond.

Skills

Tax Preparation

Tax Planning

Tax Law

Finance

Communication

Attention to detail

Client-facing experience

Problem-solving

Education

EA/CPA or state-specific tax credentials preferred

Job description

Company Description

H&R Block is a trusted tax services company with a purpose to provide help and inspire confidence in clients and communities everywhere. Founded in 1955, the company has prepared approximately 800 million tax returns and operates around 12,000 offices across the United States and internationally. H&R Block emphasizes a people-first culture, building long-lasting relationships through care in every interaction. Team members experience a strong sense of belonging, supported by accessible leadership and a "family" foundation that values diverse perspectives, innovation, and collaboration. The company encourages curiosity, creativity, and a forward-looking mindset, believing that it is truly better when people work together.

Role Description

The Experience Tax Professional is a full-time, on-site role located in the Memphis Metropolitan Area. This role focuses on preparing accurate and compliant individual and small business tax returns, applying up-to-date knowledge of tax law, regulations, and filing requirements. Day-to-day responsibilities include conducting detailed client interviews, analyzing financial records, identifying tax-saving opportunities, and providing clear explanations of tax outcomes and options. The Experience Tax Professional reviews complex returns, resolves tax-related questions, and supports clients with IRS or state notices, while maintaining high standards of confidentiality and professionalism. The role also involves collaborating with office leadership and peers, contributing to client retention efforts, and supporting quality and operational processes during the tax season and beyond.

Qualifications

• Strong expertise in Tax Preparation and Tax, including experience with individual and small business returns.


• Proficiency in Tax Planning to identify deductions, credits, and strategies that optimize client tax positions.


• Solid understanding of Tax Law and regulations, with the ability to interpret and apply current tax codes.


• Knowledge of Finance concepts related to income, expenses, investments, and small business operations.


• Relevant certification or licensing (e.g., EA, CPA, or state-specific tax preparer credentials) preferred.


• Prior experience in a professional tax preparation environment, ideally in a client-facing role.


• Strong analytical, problem-solving, and attention-to-detail skills, with the ability to handle complex scenarios.


• Effective written and verbal communication skills and the ability to explain tax matters in clear, accessible language.


• Comfort with tax preparation software, digital tools, and secure data handling practices.


• Ability to work on-site in the Memphis Metropolitan Area, collaborate with a diverse team, and support extended hours during peak tax season.