Experienced Tax Pro - Complex Returns & Growth

H&R Block, Inc.; Auburn (CA); On-site; USD 39,000 - 103,000; Part time

Job summary

H&R Block is hiring a seasonal, experienced Tax Professional to serve clients with diverse tax needs. The role includes conducting tax interviews, preparing returns, and offering additional services with support from a tax expert team.

Required qualifications include a Bachelor's in accounting or related field, CPA/EA certification, and 5+ years in tax or related fields. Valid for fast-paced environments using virtual tools.

Qualifications

• Bachelor’s degree in accounting or related field is preferred.
• CPA or Enrolled Agent certification is required.
• Experience completing complex individual, trust and partnership returns.
• 5+ years in accounting, finance, bookkeeping or tax.
• Experience with virtual tax interviews.

Responsibilities

• Conduct tax interviews with clients face to face and through virtual tools.
• Prepare complete and accurate tax returns.
• Generate business growth, increase client retention, and offer additional services.
• Provide clients with IRS support including audit representation where applicable.
• Mentor and support teammates.

Education

Bachelor’s degree in accounting or related field

CPA or Enrolled Agent certification

High school diploma / equivalent or higher

Tools

Video/Phone/Chat tools

Job description

H&R Block is hiring a seasonal, experienced Tax Professional to serve clients with diverse tax needs. The role includes conducting tax interviews, preparing returns, and offering additional services with support from a tax expert team.

Required qualifications include a Bachelor's in accounting or related field, CPA/EA certification, and 5+ years in tax or related fields. Valid for fast-paced environments using virtual tools.