Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block; Gallatin (TN); On-site; USD 25,000 - 36,000; Full time

Job summary

H&R Block is hiring a seasonal Experienced Tax Professional to serve clients at a local tax office. You will prepare complete, accurate tax returns for individuals and businesses, conduct in-depth client interviews, and offer personalized recommendations to maximize tax savings.

You’ll build trusted client relationships through empathetic, consultative service, while leveraging industry-leading training and technology.

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.
• 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

Education

High school diploma / GED / equivalent

Tools

GoSystem

Ultratax

Job description

H&R Block is hiring a seasonal Experienced Tax Professional to serve clients at a local tax office. You will prepare complete, accurate tax returns for individuals and businesses, conduct in-depth client interviews, and offer personalized recommendations to maximize tax savings.

You’ll build trusted client relationships through empathetic, consultative service, while leveraging industry-leading training and technology.