Seasonal Tax Pro — Client Growth & Expert Returns

H&R Block, Inc.; Albia (IA); On-site; USD 35,000 - 55,000; Full time

Job summary

H&R Block, Inc. is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs. You’ll complete tax interviews, prepare returns, and support clients with IRS notices, using both in-person and virtual channels.

Ideal candidates have CPA/EA certification, strong experience with individual, trust and partnership returns, and a track record of growing client relationships. This role emphasizes accuracy, growth, and mentoring teammates.

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

• Interview clients to gather tax information using in-person and virtual channels.
• Prepare and review returns for individuals, trusts and partnerships with accuracy.
• Assist clients with IRS notices and tax planning advice.
• Support colleagues and contribute to franchise growth.

Skills

Complex returns

Virtual tax interviews

Tax planning

Client relationship

IRS/notice support

Mentoring teammates

Education

Bachelor’s degree in accounting

CPA or Enrolled Agent

Job description

H&R Block, Inc. is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs. You’ll complete tax interviews, prepare returns, and support clients with IRS notices, using both in-person and virtual channels.

Ideal candidates have CPA/EA certification, strong experience with individual, trust and partnership returns, and a track record of growing client relationships. This role emphasizes accuracy, growth, and mentoring teammates.