Seasonal Tax Pro: Client Advisory & Savings

H&R Block, Inc.; Soddy-Daisy (TN); On-site; USD 25,000 - 39,000; Full time

Job summary

H&R Block in Tennessee is seeking a seasonal Experienced Tax Professional to prepare accurate returns for individuals and businesses, conduct client interviews, and deliver personalized tax savings recommendations in a consultative, client-focused office.

You will provide IRS support, help with notices, and collaborate with colleagues to maintain a high-performing, service-oriented environment; in-person at a local H&R Block tax office.

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

Job description

H&R Block in Tennessee is seeking a seasonal Experienced Tax Professional to prepare accurate returns for individuals and businesses, conduct client interviews, and deliver personalized tax savings recommendations in a consultative, client-focused office.

You will provide IRS support, help with notices, and collaborate with colleagues to maintain a high-performing, service-oriented environment; in-person at a local H&R Block tax office.