Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block; Savannah (TN); On-site; USD 28,000 - 39,000; Full time

Job summary

H&R Block is seeking an experienced Seasonal Tax Professional to help clients navigate complex tax situations and prepare accurate returns for individuals and businesses. You’ll interview clients, provide personalized recommendations, and identify tax savings opportunities while leveraging industry-leading training and technology.

You’ll work in-person at a local H&R Block tax office, collaborating with teammates to maintain a client-focused environment and deliver empathetic service

Qualifications

• Successful completion of the H&R 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, 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 skills

Tax knowledge

Experience with tax software

IRS/state compliance knowledge

Education

High school diploma

Bachelor's degree

CPA/EA credential

Tax Knowledge Assessment

IRS continuing education

Tools

GoSystem/UltraTax

Job description

H&R Block is seeking an experienced Seasonal Tax Professional to help clients navigate complex tax situations and prepare accurate returns for individuals and businesses. You’ll interview clients, provide personalized recommendations, and identify tax savings opportunities while leveraging industry-leading training and technology.

You’ll work in-person at a local H&R Block tax office, collaborating with teammates to maintain a client-focused environment and deliver empathetic service