Seasonal Tax Pro In-Person Client Advisory

H&R Block, Inc.; Ardmore (TN); On-site; USD 22,000 - 39,000; Part time

Job summary

H&R Block is seeking a Seasonal Experienced Tax Professional to prepare accurate returns, interview clients, and identify savings opportunities. In-person role at a local tax office with training and technology support.

You will help clients navigate complex tax situations and deliver empathetic, consultative service. Ideal candidates have 1+ year of tax experience, strong communication skills, and a commitment to IRS/state requirements.

Qualifications

• Must be able to complete the H&R Block Tax Knowledge Assessment.
• Minimum 1 year of experience in tax preparation or related fields.
• Experience in client-facing, advisory roles and ability to explain tax concepts clearly.
• Must meet continuing education and IRS/state requirements.
• High school diploma or equivalent required.

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse situations.
• Conduct client interviews to understand finances and tax implications.
• Provide personalized recommendations and tax savings opportunities.
• Offer IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with teammates to maintain a positive client-focused environment.

Skills

Client-facing

Communication skills

Consultative service

Education

High school diploma or equivalent

Bachelor's degree in accounting/finance

CPA or Enrolled Agent (EA) certification

Tools

GoSystem

Ultratax

Job description

H&R Block is seeking a Seasonal Experienced Tax Professional to prepare accurate returns, interview clients, and identify savings opportunities. In-person role at a local tax office with training and technology support.

You will help clients navigate complex tax situations and deliver empathetic, consultative service. Ideal candidates have 1+ year of tax experience, strong communication skills, and a commitment to IRS/state requirements.