Seasonal Tax Pro: Complex Returns & Client Growth

H&R Block, Inc.; Centre (AL); On-site; USD 28,000 - 41,000; Part time

Job summary

H&R Block is seeking a seasonal, experienced Tax Professional to help clients with diverse tax needs with the support of an expert team and advanced tax training. You will conduct client interviews, prepare complete returns, and provide IRS support while growing client relationships.

The role requires a Bachelor’s in accounting or related field and CPA/EA certification, with experience handling complex individual, trust, and partnership returns.

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

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

Skills

Virtual tax interviews

Tax planning and audit support

Sales and marketing experience

Experience completing complex returns

Experience in accounting/finance/tax

Education

Bachelor’s degree in accounting or related field

CPA or Enrolled Agent certification

Job description

H&R Block is seeking a seasonal, experienced Tax Professional to help clients with diverse tax needs with the support of an expert team and advanced tax training. You will conduct client interviews, prepare complete returns, and provide IRS support while growing client relationships.

The role requires a Bachelor’s in accounting or related field and CPA/EA certification, with experience handling complex individual, trust, and partnership returns.