Seasonal Tax Pro: Client Advisory & Virtual Interviews

H&R Block, Inc.; Newberg (OR); On-site; USD 28,000 - 39,000; Full time

Job summary

H&R Block is seeking a seasonal Tax Professional to interview clients, prepare tax returns, and provide IRS support with an emphasis on client service. The role includes leveraging virtual tools to conduct interviews and build lasting client relationships.

The ideal candidate will have a bachelor’s degree in accounting or related field, a CPA/EA designation, and several years of experience handling individual and complex returns in a fast-paced environment.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment2.
• 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.

Responsibilities

• Conduct tax interviews with clients face to face and through virtual tools.
• Prepare complete and accurate tax returns.
• Generate business growth and increase client retention.
• Provide clients with IRS support and audit representation where applicable.

Skills

Client interviews

Tax preparation

Virtual tools

Clear communication

Mentoring teammates

Education

Bachelor’s in accounting or related field

CPA or Enrolled Agent (EA)

5+ years accounting/tax experience

Experience with complex returns

Job description

H&R Block is seeking a seasonal Tax Professional to interview clients, prepare tax returns, and provide IRS support with an emphasis on client service. The role includes leveraging virtual tools to conduct interviews and build lasting client relationships.

The ideal candidate will have a bachelor’s degree in accounting or related field, a CPA/EA designation, and several years of experience handling individual and complex returns in a fast-paced environment.