Seasonal Tax Pro: Complex Returns & Client Growth

H&R Block, Inc.; Ligonier (IN); On-site; USD 25,000 - 39,000; Part time

Job summary

H&R Block, Inc. is seeking an experienced Tax Professional to assist clients with complex tax needs and to deliver advanced training and support. You will conduct interviews, prepare returns, and help grow the business while delivering excellent client service.

The role emphasizes seasonal engagement, remote and in-person client interactions, and collaboration with a team of tax experts to ensure accurate filings and compliance.

Qualifications

• 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

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

Skills

Virtual tax interviews

Tax planning

Audit support

Client relationship

Communication

Education

Bachelor’s degree in accounting

CPA or Enrolled Agent

Job description

H&R Block, Inc. is seeking an experienced Tax Professional to assist clients with complex tax needs and to deliver advanced training and support. You will conduct interviews, prepare returns, and help grow the business while delivering excellent client service.

The role emphasizes seasonal engagement, remote and in-person client interactions, and collaboration with a team of tax experts to ensure accurate filings and compliance.