Seasonal Tax Pro: Build Client Relationships & Growth

H&R Block, Inc.; Okmulgee (OK); On-site; USD 30,000 - 60,000; Full time

Job summary

H&R Block is seeking a seasonal Tax Professional to serve clients with diverse tax needs. You will work with an expert team and receive advanced training to succeed, including tax interviews via in-person or virtual tools, and preparation of accurate returns.

This role emphasizes building client relationships, increasing retention, and offering additional services, with guidance from Franchise staff. High standards and IRS compliance are required.

Qualifications

• 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

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

Skills

Conduct tax interviews

Prepare tax returns

Generate business growth

Provide IRS support

Mentor teammates

Education

Bachelor’s degree in accounting or related field

CPA or Enrolled Agent certification

High school diploma / equivalent or higher

Tools

Video conferencing

Phone

Chat

Email

Job description

H&R Block is seeking a seasonal Tax Professional to serve clients with diverse tax needs. You will work with an expert team and receive advanced training to succeed, including tax interviews via in-person or virtual tools, and preparation of accurate returns.

This role emphasizes building client relationships, increasing retention, and offering additional services, with guidance from Franchise staff. High standards and IRS compliance are required.