Seasonal Tax Pro & Client Growth Specialist

H&R Block, Inc.; Key West (FL); On-site; USD 35,000 - 70,000; Full time

Job summary

H&R Block, Inc. is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs. You will join an expert team and receive advanced tax training to ensure success.

In this role you will conduct tax interviews, prepare complete and accurate returns, and identify opportunities to grow client relationships and add services. Strong qualifications and state requirements apply.

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 (All certification levels can provide tax notice services; Circular 230 associates can provide audit representation)
• Mentor and support teammates

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

Complex returns experience

Virtual interviews experience

Tax planning & audit support

Sales & marketing experience

Mentor teammates

Fast-paced environment

Communication skills (in writing/in‑s)

Education

Bachelor’s degree in accounting or related field

CPA or Enrolled Agent certification

High school diploma / equivalent or higher

Job description

H&R Block, Inc. is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs. You will join an expert team and receive advanced tax training to ensure success.

In this role you will conduct tax interviews, prepare complete and accurate returns, and identify opportunities to grow client relationships and add services. Strong qualifications and state requirements apply.