Seasonal Tax Pro - Build Client Relationships & Grow

H&R Block; Marco Island (FL); On-site; USD 35,000 - 48,000; Part time

Job summary

H&R Block in the United States is seeking a seasonal, experienced Tax Professional to assist clients with diverse tax needs. You will work with a supportive team and receive advanced tax training to ensure success.

You’ll conduct tax interviews, prepare returns, and offer products and services while building lasting client relationships. This role emphasizes accuracy, compliance, and exceptional client service. Flexible scheduling and on-the-job learning opportunities are part of the role.

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
• All certification levels can provide tax notice services
• Circular 230 associates can provide audit representation
• Mentor and support teammates

Skills

Virtual tax interviews

Tax planning

Audit support

Sales/marketing experience

Education

Bachelor’s degree in accounting or related field

CPA or Enrolled Agent certification

Job description

H&R Block in the United States is seeking a seasonal, experienced Tax Professional to assist clients with diverse tax needs. You will work with a supportive team and receive advanced tax training to ensure success.

You’ll conduct tax interviews, prepare returns, and offer products and services while building lasting client relationships. This role emphasizes accuracy, compliance, and exceptional client service. Flexible scheduling and on-the-job learning opportunities are part of the role.