Seasonal Tax Pro: Client Advisory & Savings Expert

H&R Block; Knoxville (TN); On-site; USD 25,000 - 44,000; Full time

Job summary

H&R Block in Knoxville, TN is seeking a Seasonal Experienced Tax Professional to help clients navigate complex tax situations. You will prepare accurate returns for individuals and small businesses, interview clients to understand life changes, and provide personalized recommendations that maximize savings.

You'll work in-office with a supportive team, backed by industry-leading training and tools.

Qualifications

• 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, including explaining tax concepts in client-friendly language
• Must complete continuing education and meet all 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, 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

Skills

Tax experience

Client communication

IRS guidance knowledge

Education

Bachelor's degree in accounting

CPA or Enrolled Agent (EA)

Tools

GoSystem

Ultratax

AI tools (Copilot/ChatGPT)

Job description

H&R Block in Knoxville, TN is seeking a Seasonal Experienced Tax Professional to help clients navigate complex tax situations. You will prepare accurate returns for individuals and small businesses, interview clients to understand life changes, and provide personalized recommendations that maximize savings.

You'll work in-office with a supportive team, backed by industry-leading training and tools.