Seasonal Tax Pro — Advanced Training & Client Growth

H&R Block, Inc.; Cleveland (GA); On-site; USD 38,000 - 52,000; Full time

Job summary

H&R Block, Inc. is seeking a seasonal Tax Professional to interview clients, prepare accurate tax returns, and drive client growth. You will work with a team, offering IRS support and tax planning services, while mentoring colleagues in a fast-paced, customer-facing environment.

Preferred qualifications include a Bachelor's in accounting, CPA/EA, and 5+ years in tax or related fields. This role emphasizes both in-person and virtual engagements.

Qualifications

• Bachelor's degree in accounting or related field
• CPA or Enrolled Agent certification
• 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
• Must complete continuing education and meet IRS/state requirements

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 — including audit representation for Circular 230 associates and tax notice services
• Mentor and support teammates

Skills

Virtual interviews

Tax knowledge

Communication

Mentoring teammates

Sales/marketing experience

Education

Bachelor's in accounting or related field

CPA or Enrolled Agent certification

High school diploma or equivalent

Tools

Video/phone/chat tools

IRS support knowledge

Job description

H&R Block, Inc. is seeking a seasonal Tax Professional to interview clients, prepare accurate tax returns, and drive client growth. You will work with a team, offering IRS support and tax planning services, while mentoring colleagues in a fast-paced, customer-facing environment.

Preferred qualifications include a Bachelor's in accounting, CPA/EA, and 5+ years in tax or related fields. This role emphasizes both in-person and virtual engagements.