Seasonal Tax Pro: Expert Prep & Client Advisory

H&R Block; Lexington (TN); On-site; USD 34,000 - 48,000; Full time

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional in person at a local H&R Block office. You will prepare accurate tax returns for individuals and businesses, and leverage our training and technology to deliver value to clients.

You will conduct client interviews, provide personalized recommendations, and assist with IRS notices, audit guidance, and tax planning. This role emphasizes building trusted client relationships and growth within tax and financial services.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment.
• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping.
• Experience in a client-facing, consultative, or advisory role.
• Strong verbal and written communication; explain tax concepts clearly.
• Must complete continuing education and meet IRS and state requirements.
• High school diploma or GED required.

Responsibilities

• Prepare complete, accurate tax returns for individuals and businesses.
• Conduct in-depth client interviews to understand financial situations and implications.
• Provide personalized recommendations and identify tax savings opportunities and products.
• Provide IRS support, tax notices, and audit guidance as needed.
• Collaborate with team members and maintain a positive client-focused office environment.

Skills

Client communication

Consultative skills

Tax knowledge

IRs/Tax requirements

Attention to detail

Education

Bachelor's degree

High school diploma/GED

CPA/EA certification

Tools

GoSystem

Ultratax

AI tools (Copilot/ChatGPT)

Job description

H&R Block is seeking a seasonal Experienced Tax Professional in person at a local H&R Block office. You will prepare accurate tax returns for individuals and businesses, and leverage our training and technology to deliver value to clients.

You will conduct client interviews, provide personalized recommendations, and assist with IRS notices, audit guidance, and tax planning. This role emphasizes building trusted client relationships and growth within tax and financial services.