Seasonal Tax Pro: Client Advisory & Virtual Interviews

H&R Block; Bloomington (IL); On-site; USD 2,066,000 - 3,444,000; Full time

Benefits offered by this job

Employee Assistance Program

Wellbeing program

Neurodiversity support

Discounts on everyday items

401k Retirement Savings Plan

Employee Stock Purchase Plan

Job summary

H&R Block is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs. You’ll receive advanced tax training and work with a supportive team to build relationships and grow the business.

Responsibilities include conducting tax interviews, preparing complete returns, and providing IRS assistance. Meet IRS/state requirements and complete the Tax Knowledge Assessment for eligibility.

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.
• Must meet IRS and applicable state requirements.
• High school diploma / equivalent or higher.

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
• Successful completion of the H&R Block Tax Knowledge Assessment
• Experience in accounting, finance, bookkeeping or tax
• Experience completing individual returns
• Experience working in a fast-paced environment
• Comfort working with virtual tools - video, phone and chat
• Ability to effectively communicate in person, via phone and in writing
• Must meet IRS and applicable state requirements
• High school diploma / equivalent or higher

Skills

Tax interviews

Tax planning

Audit support

Sales experience

IRS compliance

Education

Bachelor’s degree in accounting or related field

High school diploma / equivalent or higher

Job description

H&R Block is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs. You’ll receive advanced tax training and work with a supportive team to build relationships and grow the business.

Responsibilities include conducting tax interviews, preparing complete returns, and providing IRS assistance. Meet IRS/state requirements and complete the Tax Knowledge Assessment for eligibility.