Seasonal Tax Pro - Complex Returns & Client Growth

H&R Block, Inc.; Conrad (MT); On-site; USD 25,000 - 42,000; Part time

Job summary

H&R Block is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs. You will work within an expert team, receiving advanced tax training to ensure success.

The role focuses on interviewing clients, preparing returns, growing the client base, and providing IRS support. Applicants should have a bachelor’s in accounting, CPA/EA certification or progress toward it, and multiple years of tax-related experience.

Qualifications

• Experience conducting tax interviews with clients (in person or virtually).
• Ability to prepare complete and accurate tax returns for individuals, trusts, and partnerships.
• Experience providing IRS support and handling notices.
• Proven track record of helping clients grow their business and retain clients.

Responsibilities

• Conduct client tax interviews face-to-face and via virtual tools.
• Prepare complete and accurate tax returns.
• Generate business growth and increase client retention.
• Provide clients with IRS support and representation where applicable.
• Mentor and support teammates in a fast-paced environment.

Skills

Tax interviews

Tax preparation

Client growth

IRS support

Mentor teammates

Communication

Education

Bachelor’s degree in accounting

CPA or Enrolled Agent certification

High school diploma or higher

Tools

Tax software

Job description

H&R Block is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs. You will work within an expert team, receiving advanced tax training to ensure success.

The role focuses on interviewing clients, preparing returns, growing the client base, and providing IRS support. Applicants should have a bachelor’s in accounting, CPA/EA certification or progress toward it, and multiple years of tax-related experience.