Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block; Ardmore (TN); On-site; USD 30,000 - 39,000; Full time

Job summary

H&R Block in Ardmore, TN is seeking an Experienced Tax Professional for the seasonal period. You will prepare complete, accurate tax returns for individuals and businesses, and conduct client interviews to understand financial situations and implications, then offer clear, personalized recommendations.

This in-person role provides industry-leading training, a competitive hourly rate, and an incentive plan that rewards your impact as you build tax expertise and serve clients.

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 skills; ability to explain tax concepts plainly
• Must complete continuing education and meet IRS/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; provide clear, personalized recommendations
• Build trusted client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and related H&R Block products
• Provide IRS support, tax notice assistance, and audit guidance to clients as needed
• Collaborate with team members and contribute to a positive, client-focused office environment

Skills

Client communication

Tax knowledge

IRS/state requirements

Tax preparation experience

Consultative/advisory experience

Education

High school diploma

Bachelor's degree in accounting or finance

CPA or EA credential

Tools

GoSystem

UltraTax

Microsoft Copilot

ChatGPT

Job description

H&R Block in Ardmore, TN is seeking an Experienced Tax Professional for the seasonal period. You will prepare complete, accurate tax returns for individuals and businesses, and conduct client interviews to understand financial situations and implications, then offer clear, personalized recommendations.

This in-person role provides industry-leading training, a competitive hourly rate, and an incentive plan that rewards your impact as you build tax expertise and serve clients.