Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block; Farragut (TN); On-site; USD 25,000 - 39,000; Full time

Job summary

H&R Block is seeking an Experienced Tax Professional for a seasonal role at a local tax office in Tennessee. You will prepare complete, accurate tax returns for individuals and businesses and conduct in-depth client interviews to tailor recommendations.

You will build trusted client relationships through empathetic, consultative service, contribute to a positive office culture, and benefit from industry-leading training, a competitive hourly rate, and an incentive plan as you grow tax

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

Client communication

Clear tax concepts explanation

Interviewing clients

Consultative service

AI/Tax software familiarity

Education

Bachelor’s degree in accounting or related field

CPA or Enrolled Agent (EA)

High school diploma / GED

Tools

GoSystem/UltraTax

AI-powered tools familiarity

Job description

H&R Block is seeking an Experienced Tax Professional for a seasonal role at a local tax office in Tennessee. You will prepare complete, accurate tax returns for individuals and businesses and conduct in-depth client interviews to tailor recommendations.

You will build trusted client relationships through empathetic, consultative service, contribute to a positive office culture, and benefit from industry-leading training, a competitive hourly rate, and an incentive plan as you grow tax