Seasonal Tax Pro: Complex Returns & Client Growth

H&R Block, Inc.

Louisville (KY)

On-site

USD 35,000 - 52,000

Full time

14 days+
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Job summary

H&R Block is seeking seasonal Tax Professionals to assist clients with diverse tax needs and provide advanced tax training and support from a team of experts. The role focuses on interviewing clients, preparing returns, growing the client base, and offering additional services with IRS guidance.

Qualified candidates will have a bachelor’s degree in accounting or related field, CPA or EA certification, and experience with complex 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, including audit representations per certification levels.
  • Mentor and support teammates.
  • Must complete continuing education requirements and meet IRS/state requirements.
  • High school diploma / equivalent or higher.

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.
  • Mentor and support teammates.

Skills

Tax interviews
Client communication
Virtual tools usage
Mentoring teammates
Sales/marketing experience

Education

Bachelor’s degree in accounting or related field

Job description

H&R Block is seeking seasonal Tax Professionals to assist clients with diverse tax needs and provide advanced tax training and support from a team of experts. The role focuses on interviewing clients, preparing returns, growing the client base, and offering additional services with IRS guidance.

Qualified candidates will have a bachelor’s degree in accounting or related field, CPA or EA certification, and experience with complex returns.

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