Seasonal Tax Pro - Client Impact & Advanced Training

H&R Block; Albia (IA); On-site; USD 45,000 - 65,000; Full time

Job summary

H&R Block in Albia, IA is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs. You’ll conduct tax interviews (in person and virtually), prepare complete and accurate returns, and provide IRS support with guidance from a seasoned team.

Ideal candidates have a bachelor’s degree in accounting or related field, CPA/EA certification, and 5+ years of tax experience, including virtual interview delivery and tax planning. Franchise office specifics apply.

Qualifications

• Bachelor’s degree in accounting or related field.
• Experience completing individual returns.
• Experience with virtual tax interviews.

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 (notice handling, audits)

Skills

Tax preparation

Client communication

Virtual tools

Mentoring teammates

Education

Bachelor’s degree in accounting or related field

Job description

H&R Block in Albia, IA is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs. You’ll conduct tax interviews (in person and virtually), prepare complete and accurate returns, and provide IRS support with guidance from a seasoned team.

Ideal candidates have a bachelor’s degree in accounting or related field, CPA/EA certification, and 5+ years of tax experience, including virtual interview delivery and tax planning. Franchise office specifics apply.