Seasonal Tax Pro: Complex Returns & Client Growth

H&R Block, Inc.; Hertford (NC); On-site; USD 45,000 - 60,000; Part time

Job summary

H&R Block is seeking a seasonal, experienced Tax Professional to assist clients with diverse tax needs. You will be supported by a specialist team and receive advanced tax training for success.

The role requires CPA/EA certification or progress toward it, and extensive experience in tax preparation, consulting, and client service. Prior success in a fast-paced environment with virtual tools is preferred.

Qualifications

• Candidates must have or obtain CPA/EA certification.
• Experience handling complex returns (individual, trust, partnership).
• 5+ years in accounting, finance, bookkeeping or tax.
• Comfort with virtual tax interviews and digital tools.

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 (certification levels can provide tax notice services; Circular 230 associates can provide audit representation)

Skills

Complex returns

Client relationship management

Virtual tax interviews

Tax planning and audit support

Sales and marketing experience

Mentor teammates

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 assist clients with diverse tax needs. You will be supported by a specialist team and receive advanced tax training for success.

The role requires CPA/EA certification or progress toward it, and extensive experience in tax preparation, consulting, and client service. Prior success in a fast-paced environment with virtual tools is preferred.