Seasonal Tax Pro: Client-Driven, Virtual Tax Interviews

H&R Block; New Whiteland (IN); On-site; USD 32,000 - 52,000; Full time

Job summary

H&R Block is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs, backed by the support of an expert team and advanced tax training.

You will conduct tax interviews with clients in person or through virtual tools, prepare complete tax returns, and help grow the client base while offering additional products and services. This role emphasizes IRS guidance, client service, and mentoring teammates.

Qualifications

• Must have experience conducting tax interviews with clients face to face or via virtual tools.
• Prepare complete and accurate tax returns for individuals, trusts, and partnerships.
• Generate business growth, increase client retention, and offer additional products and services.
• Provide clients with IRS support and compliance guidance.

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
• Mentor and support teammates

Skills

Tax preparation

Virtual interviews

Client advisory

Audit support

Education

Bachelor’s degree in accounting or related field

CPA or Enrolled Agent certification

Job description

H&R Block is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs, backed by the support of an expert team and advanced tax training.

You will conduct tax interviews with clients in person or through virtual tools, prepare complete tax returns, and help grow the client base while offering additional products and services. This role emphasizes IRS guidance, client service, and mentoring teammates.