Remote Tax Professional (Seasonal) - CPA-Ready & Growth

H&R Block, Inc.; Montevideo (MN); On-site; USD 25,000 - 34,000; Part time

Job summary

H&R Block is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs with the support of an expert team. You will deliver advanced tax training and work through complex individual, trust, and partnership returns.

You will conduct interviews face-to-face and via virtual tools, prepare returns, and seek opportunities to grow business by increasing client retention and offering additional products and services. Training and IRS guidance are provided.

Qualifications

• Bachelor's degree in accounting or related field.
• CPA or Enrolled Agent certification is preferred.
• Experience completing complex returns (individual, trust, partnership).
• 5+ years 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; audit representation for Circular 230 associates.
• Mentor and support teammates.

Skills

Tax interviews

Complex returns

Virtual tools

Client relationships

Tax planning

Audit support

Sales/Marketing

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 with the support of an expert team. You will deliver advanced tax training and work through complex individual, trust, and partnership returns.

You will conduct interviews face-to-face and via virtual tools, prepare returns, and seek opportunities to grow business by increasing client retention and offering additional products and services. Training and IRS guidance are provided.