Seasonal Tax Pro - Complex Returns & Client Growth

H&R Block, Inc.; City of Olean (NY); On-site; USD 22,000 - 34,000; Full time

Job summary

H&R Block, Inc. is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs, supported by an expert team and advanced tax training.

The role focuses on conducting tax interviews, preparing returns, growing the business, and providing IRS support; candidates should have CPA/EA, a related degree, and 5+ years of experience; comfortable with virtual tools.

Qualifications

• Bachelor’s degree in accounting or related field
• CPA or Enrolled Agent certification
• Experience completing complex returns (individual, trust, partnership)
• 5+ years of experience in accounting, finance, bookkeeping or tax
• Experience conducting virtual tax interviews
• Experience with tax planning and audit support
• Sales and/or marketing experience
• Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment.

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 (audit representation for Circular 230 associates)
• Mentor and support teammates

Skills

Tax interviews

Virtual tools

Client relationships

Communication

Mentoring teammates

Sales experience

Tax planning

Audit support

Accounting experience

Individual returns

Education

Bachelor’s degree in accounting or related field

CPA or Enrolled Agent certification

High school diploma / equivalent or higher

Tools

Tax Knowledge Assessment

Job description

H&R Block, Inc. is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs, supported by an expert team and advanced tax training.

The role focuses on conducting tax interviews, preparing returns, growing the business, and providing IRS support; candidates should have CPA/EA, a related degree, and 5+ years of experience; comfortable with virtual tools.