Expert Tax Pro: Build Client Relationships, Complex Returns

H&R Block; Mount Orab (OH); On-site; USD 28,000 - 41,000; Part time

Job summary

H&R Block is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs and to work with a team that provides advanced training. The role emphasizes conducting tax interviews, preparing returns, driving client growth, and supporting IRS issues in a fast-paced environment.

You will mentor teammates and leverage virtual tools to communicate with clients, often balancing multiple tasks during peak season.

Qualifications

• Conduct tax interviews with clients face to face and through virtual tools – video, phone, chat, email.
• Prepare complete and accurate tax returns for various scenarios.
• Generate business growth, increase client retention, and offer additional products and services.
• Provide clients with IRS support and guidance during audits or notices.

Responsibilities

• Conduct tax interviews with clients face to face and through virtual tools – video, phone, chat, email.
• Prepare complete and accurate tax returns for various scenarios.
• Generate business growth, increase client retention, and offer additional products and services.
• Provide clients with IRS support (audit representation where applicable) and resolve tax notices.

Skills

Tax interviews

Tax preparation

Business development

IRS support

Mentoring

Virtual communication

Education

Bachelor's degree in accounting or related field

CPA or Enrolled Agent certification

Job description

H&R Block is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs and to work with a team that provides advanced training. The role emphasizes conducting tax interviews, preparing returns, driving client growth, and supporting IRS issues in a fast-paced environment.

You will mentor teammates and leverage virtual tools to communicate with clients, often balancing multiple tasks during peak season.