Seasonal Tax Pro - Complex Returns & Client Growth

H&R Block, Inc.; Standish (MI); On-site; USD 45,000 - 65,000; Full time

Job summary

H&R Block, Inc. is seeking an experienced Tax Professional to conduct client interviews and prepare accurate tax returns. The role focuses on serving diverse tax needs with professional support and advanced training to ensure client success.

Seasonal engagement suited for individuals with strong accounting/tax backgrounds, CPA/EA credentials, and a track record in client growth. Proficiency with virtual tools and a client-centric approach are essential.

Qualifications

• Bachelor’s degree in accounting or related field.
• CPA or Enrolled Agent certification.
• 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
• Mentor and support teammates

Skills

Tax interviews

Client relations

Communication skills

Mentoring teammates

Adaptability

Education

Bachelor’s degree in accounting or related field

CPA or Enrolled Agent certification

Job description

H&R Block, Inc. is seeking an experienced Tax Professional to conduct client interviews and prepare accurate tax returns. The role focuses on serving diverse tax needs with professional support and advanced training to ensure client success.

Seasonal engagement suited for individuals with strong accounting/tax backgrounds, CPA/EA credentials, and a track record in client growth. Proficiency with virtual tools and a client-centric approach are essential.