Seasonal Tax Pro: Complex Returns & Client Advisory

H&R Block, Inc.; Sidney (IA); On-site; USD 14,000 - 22,000; Part time

Job summary

H&R Block, Inc. is seeking a seasonal Tax Professional to serve clients with diverse tax needs and provide expert training support. You will conduct interviews face to face and virtually, prepare detailed returns, and help grow client relationships through added services.

Preferred qualifications include a degree in accounting or related field, CPA/EA certification, and experience with complex returns. This role emphasizes mentorship and continuous education to meet IRS/state requirements.

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
• Must complete continuing education requirement and meet IRS/state requirements
• Experience completing individual returns
• Experience working in a fast-paced environment

Responsibilities

• Conduct tax interviews with clients face to face and through virtual tools
• 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

Experience with virtual tax interviews

Communication skills

Mentor teammates

Sales and/or marketing experience

Education

Bachelor’s degree in accounting or related field

CPA or Enrolled Agent certification

High school diploma / equivalent or higher

Tools

Video interviews tools

Chat and email tools

Job description

H&R Block, Inc. is seeking a seasonal Tax Professional to serve clients with diverse tax needs and provide expert training support. You will conduct interviews face to face and virtually, prepare detailed returns, and help grow client relationships through added services.

Preferred qualifications include a degree in accounting or related field, CPA/EA certification, and experience with complex returns. This role emphasizes mentorship and continuous education to meet IRS/state requirements.