Senior Tax Professional — Advisory & Returns Expert

H&R Block, Inc.; Woodbury (TN); On-site; USD 42,000 - 65,000; Full time

Job summary

H&R Block, Inc. is seeking a seasonal, experienced Tax Professional to build client relationships and deliver advanced tax training for success. You will handle diverse tax needs with an expert team and grow client trust through accurate returns and proactive IRS support.

Ideal candidates have CPA/EA credentials, 5+ years in tax or related fields, and experience with virtual interviews and tax planning. Franchisee-led offices may set local hiring terms.

Qualifications

• Bachelor’s degree in accounting or related field required
• CPA or EA certification preferred
• Experience completing complex returns (individual, trust, partnership)
• 5+ years of experience in accounting, finance, bookkeeping or tax
• Experience conducting virtual tax interviews
• Experience with tax planning and audit support
• Sales and/or marketing experience

Responsibilities

• Conduct tax interviews with clients face to face and through virtual tools – video, phone, chat, email
• Prepare complete and accurate tax returns
• Generate business growth, increase client retention, and offer additional products and services
• Provide clients with IRS support (notice services and audit representation)
• Mentor and support teammates

Skills

5+ years experience

Virtual tax interviews

Tax planning & audit support

Sales/marketing experience

Mentor teammates

Virtual tools (video/phone/chat)

Clear communication (in person, phone,

Education

Bachelor’s degree in accounting or related field

CPA or Enrolled Agent certification

Job description

H&R Block, Inc. is seeking a seasonal, experienced Tax Professional to build client relationships and deliver advanced tax training for success. You will handle diverse tax needs with an expert team and grow client trust through accurate returns and proactive IRS support.

Ideal candidates have CPA/EA credentials, 5+ years in tax or related fields, and experience with virtual interviews and tax planning. Franchisee-led offices may set local hiring terms.