Seasonal Tax Pro & Trusted Advisor

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

Benefits offered by this job

Competitive pay

Comprehensive benefits

Incentive plan

Job summary

H&R Block in Bartlett, TN is seeking a Seasonal Experienced Tax Professional to prepare accurate returns and provide personalized tax guidance. This in-person role emphasizes client interviews, tax savings opportunities, and collaboration with the office team.

You will use industry training and technology, with a competitive hourly rate and an incentive plan that rewards impact. Prior tax experience and strong communication are valued.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment.
• Minimum 1 year of experience in tax preparation or related field.
• Experience in a client-facing, consultative, or advisory role.
• Strong verbal and written communication, able to explain tax concepts clearly.
• Must complete continuing education and meet IRS/state requirements.
• High school diploma or GED required.

Responsibilities

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

Skills

Client-facing communication

Tax knowledge

IRS/state tax rules

Attention to detail

Client interviewing

Education

High school diploma or GED

Bachelor’s degree in accounting/finance or related field

Tools

GoSystem Tax

UltraTax

Job description

H&R Block in Bartlett, TN is seeking a Seasonal Experienced Tax Professional to prepare accurate returns and provide personalized tax guidance. This in-person role emphasizes client interviews, tax savings opportunities, and collaboration with the office team.

You will use industry training and technology, with a competitive hourly rate and an incentive plan that rewards impact. Prior tax experience and strong communication are valued.