Seasonal Tax Pro — Build Client Relationships & Returns

H&R Block, Inc.

Mebane (NC)

On-site

USD 28,000 - 44,000

Part time

3 days ago
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Job summary

H&R Block, Inc. is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs under the guidance of an expert team. You will complete tax interviews face-to-face and via virtual tools and prepare accurate returns.

The role emphasizes growing client relationships, tax planning, and providing IRS support, with opportunities for mentorship and professional growth during peak season.

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

Tax interviews
Tax preparation
IRS support
Mentor teammates
Sales experience

Education

Bachelor’s degree in accounting or related field
CPA or Enrolled Agent certification
High school diploma or higher

Tools

Video conferencing
Chat/phone tools

Job description

H&R Block, Inc. is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs under the guidance of an expert team. You will complete tax interviews face-to-face and via virtual tools and prepare accurate returns.

The role emphasizes growing client relationships, tax planning, and providing IRS support, with opportunities for mentorship and professional growth during peak season.

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