Remote Tax Pro — Virtual Interviews & Client Growth

H&R Block; Walker (MN); On-site; USD 28,000 - 41,000; Full time

Job summary

H&R Block is seeking a seasonal Tax Professional in Minnesota to interview clients and prepare accurate returns, while delivering tax planning and IRS support. You will mentor teammates and contribute to client growth in a fast-paced, multi-channel environment.

Ideal candidates hold a related degree, CPA/EA certification, and 5+ years in tax or accounting, with experience in virtual client interactions and sales opportunities.

Qualifications

• Bachelor’s degree in accounting or related field.
• CPA or Enrolled Agent certification.
• 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.
• High school diploma or higher.

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.
• Mentor and support teammates.

Skills

Tax interviewing

Client relationship

Communication

Sales and marketing

mentoring teammates

Education

Bachelor’s degree in accounting or related field

CPA or Enrolled Agent certification

High school diploma or higher

Job description

H&R Block is seeking a seasonal Tax Professional in Minnesota to interview clients and prepare accurate returns, while delivering tax planning and IRS support. You will mentor teammates and contribute to client growth in a fast-paced, multi-channel environment.

Ideal candidates hold a related degree, CPA/EA certification, and 5+ years in tax or accounting, with experience in virtual client interactions and sales opportunities.