Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block; Jackson (TN); On-site; USD 28,000 - 50,000; Full time

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate returns and provide expert tax guidance in a client-focused office in Jackson, Tennessee. You will interview clients, identify savings opportunities, and offer H&R Block products while delivering empathetic, personalized service.

This role emphasizes building lasting client relationships, leveraging industry-leading training and technology, and earning through an incentive plan based on impact and expertise growth

Qualifications

• Successfully completed 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-facing

Communication

Tax knowledge

Analytical thinking

Education

High school diploma or GED

Bachelor's degree in accounting/finance (preferred)

Tools

GoSystem

Ultratax

Microsoft Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate returns and provide expert tax guidance in a client-focused office in Jackson, Tennessee. You will interview clients, identify savings opportunities, and offer H&R Block products while delivering empathetic, personalized service.

This role emphasizes building lasting client relationships, leveraging industry-leading training and technology, and earning through an incentive plan based on impact and expertise growth