Seasonal Tax Pro: Trusted Advisor & Client Impact

H&R Block, Inc.; Cookeville (TN); On-site; USD 2,755,000 - 3,857,000; Full time

Job summary

H&R Block in Tennessee is seeking an Experienced Tax Professional for a seasonal, in-person role at a local tax office. You will prepare complete, accurate tax returns for clients with diverse and complex tax situations, conducting in-depth client interviews to understand finances and tax implications, and offering clear, personalized recommendations.

You will build trusted client relationships by delivering empathetic, consultative service and identifying tax savings opportunities.

Qualifications

• Successful completion of 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

Job description

H&R Block in Tennessee is seeking an Experienced Tax Professional for a seasonal, in-person role at a local tax office. You will prepare complete, accurate tax returns for clients with diverse and complex tax situations, conducting in-depth client interviews to understand finances and tax implications, and offering clear, personalized recommendations.

You will build trusted client relationships by delivering empathetic, consultative service and identifying tax savings opportunities.