Seasonal Tax Pro: Expert Returns & Advisory

H&R Block; Waverly (TN); On-site; USD 28,000 - 39,000; Full time

Benefits offered by this job

Competitive hourly rate

Incentive plan

Job summary

H&R Block is seeking an Experienced Tax Professional for in-person seasonal work at a local tax office. You will prepare detailed tax returns for individuals and businesses, interview clients to understand life changes, and offer personalized tax-saving recommendations.

You’ll contribute to a supportive, team-driven office and support clients with IRS notices when needed. The role emphasizes client-focused service, ongoing tax training, and opportunities to grow within tax and financial

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

Skills

Communication skills

Client-facing experience

Tax knowledge

IRS/state requirements knowledge

Education

Bachelor's degree in accounting/finance or related field

CPA or Enrolled Agent (EA)

High school diploma/GED

Tools

GoSystem

Ultratax

Microsoft Copilot

ChatGPT

Job description

H&R Block is seeking an Experienced Tax Professional for in-person seasonal work at a local tax office. You will prepare detailed tax returns for individuals and businesses, interview clients to understand life changes, and offer personalized tax-saving recommendations.

You’ll contribute to a supportive, team-driven office and support clients with IRS notices when needed. The role emphasizes client-focused service, ongoing tax training, and opportunities to grow within tax and financial