Seasonal Tax Pro: Expert Prep & Client Advisory

H&R Block; Portland (TN); On-site; USD 30,000 - 47,000; Full time

Job summary

H&R Block is hiring a seasonal Experienced Tax Professional to help clients navigate complex tax situations and deliver personalized recommendations. This in-person role offers training, competitive hourly pay, and an incentive plan that rewards impact as you grow in tax expertise and serve clients.

You will prepare complete tax returns for individuals and businesses, interview clients to understand finances, and identify savings opportunities while delivering empathetic service in a

Qualifications

• Successful completion of the HR 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 HR 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 knowledge

Client communication

Attention to detail

Tax preparation

IRS guidance

Education

High school diploma or GED

Tools

GoSystem

Ultratax

Copilot & ChatGPT

Job description

H&R Block is hiring a seasonal Experienced Tax Professional to help clients navigate complex tax situations and deliver personalized recommendations. This in-person role offers training, competitive hourly pay, and an incentive plan that rewards impact as you grow in tax expertise and serve clients.

You will prepare complete tax returns for individuals and businesses, interview clients to understand finances, and identify savings opportunities while delivering empathetic service in a