Seasonal Tax Pro: Complex Returns & Client Trust

H&R Block, Inc.; Columbia (KY); On-site; USD 38,000 - 62,000; Full time

Job summary

H&R Block, Inc. is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs. You will receive advanced tax training and support from a team of experts to help you be successful.

Qualified candidates have a bachelor’s degree in accounting or related field, CPA/EA certification, and experience with complex returns. The role emphasizes client growth, tax planning, and IRS support in a fast-paced environment.

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 notice services)
• Mentor and support teammates
• Experience completing individual returns

Responsibilities

• Interview clients to collect tax information using in-person and virtual channels
• Prepare and file complete individual tax returns
• Assist clients with IRS correspondence and audit support
• Cross-sell applicable services to grow client relationships
• Mentor teammates and share tax knowledge

Skills

Virtual tax interviews

Tax planning

Audit support

Sales and marketing experience

IRS/State client support

Education

Bachelor’s degree in accounting or related field

CPA or Enrolled Agent certification

Job description

H&R Block, Inc. is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs. You will receive advanced tax training and support from a team of experts to help you be successful.

Qualified candidates have a bachelor’s degree in accounting or related field, CPA/EA certification, and experience with complex returns. The role emphasizes client growth, tax planning, and IRS support in a fast-paced environment.