Seasonal Tax Pro: Build Client Relationships

H&R Block; Monticello (IN); On-site; USD 35,000 - 55,000; Part time

Job summary

H&R Block in Indiana seeks an experienced seasonal Tax Professional to serve clients with diverse tax needs. You will conduct interviews, prepare returns, and collaborate with an expert team providing advanced tax training to help you succeed.

The role focuses on delivering accurate tax services, supporting clients through virtual tools, and driving client growth while maintaining high service standards.

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.

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.

Skills

Virtual tax interviews

Tax planning

Audit support

Sales experience

Marketing experience

Education

Bachelor’s degree in accounting or related field

CPA or Enrolled Agent certification

Job description

H&R Block in Indiana seeks an experienced seasonal Tax Professional to serve clients with diverse tax needs. You will conduct interviews, prepare returns, and collaborate with an expert team providing advanced tax training to help you succeed.

The role focuses on delivering accurate tax services, supporting clients through virtual tools, and driving client growth while maintaining high service standards.