Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block

Hendersonville (TN)

On-site

USD 25,000 - 39,000

Part time

12 days ago
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Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to assist clients with complex tax situations. You will prepare accurate returns, interview clients to uncover needs, and offer personalized recommendations while leveraging training and technology at a local office.

This in-person role emphasizes empathy, tax savings opportunities, and collaboration with a supportive team to deliver excellent client service throughout the season.

Qualifications

  • Experience in tax preparation for individuals and businesses.
  • Ability to explain tax concepts in client-friendly language.
  • Must complete continuing education and IRS/state requirements.
  • Successful completion of HR Block Tax Knowledge Assessment.

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 and tax implications, then provide clear recommendations.
  • Build trusted client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and HR 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
Consultative service
Tax knowledge
Interviewing clients

Education

High School Diploma or GED
Bachelor’s degree (preferred)
CPA or Enrolled Agent (EA) (preferred)

Tools

GoSystem
Ultratax

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to assist clients with complex tax situations. You will prepare accurate returns, interview clients to uncover needs, and offer personalized recommendations while leveraging training and technology at a local office.

This in-person role emphasizes empathy, tax savings opportunities, and collaboration with a supportive team to deliver excellent client service throughout the season.

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