Seasonal Tax Pro — In-Person, Expert Prep & Client Advisory

H&R Block, Inc.; Waverly (TN); On-site; USD 25,000 - 39,000; Full time

Job summary

H&R Block, Inc. is seeking an Experienced Tax Professional for a seasonal, in-person role at a local tax office in Tennessee.

You will prepare diverse tax returns, interview clients to understand their financial situations, and offer clear, personalized tax recommendations while building lasting client relationships. Your responsibilities include identifying tax savings opportunities, supporting clients with IRS notices, and collaborating with your team to maintain a positive, client-focused

Qualifications

• Must pass the HR Block Tax Knowledge Assessment.
• At least 1 year of tax prep or related experience.
• Experience in a client-facing advisory role is required.
• Must meet IRS and state requirements for continuing education.

Responsibilities

• Prepare complete, accurate tax returns for diverse situations (individual and business).
• Conduct client interviews to understand finances and tax implications, offering clear recommendations.
• Build trusted client relationships and identify tax savings opportunities and HR Block products.
• Provide IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team members to maintain a positive, client-focused office environment.

Skills

Client-facing experience

Strong communication

Tax knowledge

Continuing education compliance

Education

High school diploma / GED

Bachelor’s degree in accounting/finance

CPA or Enrolled Agent (EA)

Tools

GoSystem

UltrasTax

AI-powered tools (e.g., Copilot/ChatGPT)

Job description

H&R Block, Inc. is seeking an Experienced Tax Professional for a seasonal, in-person role at a local tax office in Tennessee.

You will prepare diverse tax returns, interview clients to understand their financial situations, and offer clear, personalized tax recommendations while building lasting client relationships. Your responsibilities include identifying tax savings opportunities, supporting clients with IRS notices, and collaborating with your team to maintain a positive, client-focused