Seasonal Tax Pro: Complex Returns & Client Growth

H&R Block, Inc.; Athens (TX); On-site; USD 35,000 - 60,000; Part time

Job summary

H&R Block is seeking a seasonal Tax Professional to interview clients, prepare tax returns, and deliver IRS support. You will help grow the business by increasing client retention and offering additional services, while mentoring teammates. A CPA/EA certification and a bachelor's in accounting or related field are preferred.

The role emphasizes experience with complex returns and virtual interview capabilities, in a fast-paced franchise office setting.

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 (including audit representation and notices)
• Mentor and support teammates

Responsibilities

• Conduct tax interviews with clients via in-person and virtual tools
• Prepare complete and accurate individual and business tax returns
• Support tax notices and IRS interactions as needed
• Grow business through client retention and cross selling
• Mentor teammates in tax best practices and service delivery

Skills

Tax interviews

Tax preparation

IRS guidance

Client relationship building

Mentoring teammates

Education

Bachelor’s degree in accounting or related field

CPA or Enrolled Agent certification

Tools

Video/phone/chat interviews

Job description

H&R Block is seeking a seasonal Tax Professional to interview clients, prepare tax returns, and deliver IRS support. You will help grow the business by increasing client retention and offering additional services, while mentoring teammates. A CPA/EA certification and a bachelor's in accounting or related field are preferred.

The role emphasizes experience with complex returns and virtual interview capabilities, in a fast-paced franchise office setting.