Seasonal Tax Pro: Complex Returns & Client Growth

H&R Block, Inc.; Roanoke (AL); On-site; USD 52,000 - 78,000; Full time

Job summary

H&R Block is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs. You will interview clients using video, phone, chat, or in person and prepare complete tax returns with a focus on accuracy and client satisfaction.

Ideal candidates have a degree in accounting or related field, CPA/EA certification, and 5+ years in accounting or tax. You will mentor teammates and contribute to franchise growth while maintaining IRS compliance.

Qualifications

• Must conduct tax interviews with clients in person and via virtual tools.
• Prepare complete and accurate tax returns.
• Generate business growth, increase client retention, and upsell services.
• Provide clients with IRS support and audit representation as applicable.

Responsibilities

• Conduct tax interviews with clients face to face and through virtual tools – video, phone, chat, email.
• Prepare complete and accurate tax returns for individuals, trusts and partnerships.
• Grow the franchise business by expanding client relationships and offering additional products.
• Assist clients with IRS notices and provide audit support where permitted.

Skills

Tax interviews

Tax return prep

Client relations

Sales experience

Mentoring teammates

Written communication

Education

Bachelor’s degree in accounting

CPA or Enrolled Agent

High school diploma or higher

Job description

H&R Block is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs. You will interview clients using video, phone, chat, or in person and prepare complete tax returns with a focus on accuracy and client satisfaction.

Ideal candidates have a degree in accounting or related field, CPA/EA certification, and 5+ years in accounting or tax. You will mentor teammates and contribute to franchise growth while maintaining IRS compliance.