Seasonal Tax Pro: Complex Returns & Virtual Interviews

H&R Block, Inc.; Monterey (TN); On-site; USD 28,000 - 39,000; Part time

Job summary

H&R Block, Inc. is seeking a seasonal Tax Professional to interview clients, prepare returns, and support IRS matters. You will work with a team to deliver accurate tax services and upsell additional products and services.

The role emphasizes strong client relationships and adherence to tax rules. Qualifications include a bachelor’s in accounting or related field and CPA/EA certification, with 5+ years in accounting or tax.

Qualifications

• Bachelor’s degree in accounting or related field required
• CPA or Enrolled Agent certification preferred
• Experience completing complex returns (individual, trust, partnership)
• 5+ years 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 via video, phone, chat, or email
• Prepare complete and accurate tax returns
• Generate business growth, increase client retention, and offer additional products and services
• Provide clients with IRS support and audit representation as applicable
• Mentor and support teammates

Skills

Tax interview skills

Client communication

Sales experience

Fast-paced environment

Education

Bachelor’s degree in accounting or related field

CPA or Enrolled Agent certification

High school diploma / equivalent

Job description

H&R Block, Inc. is seeking a seasonal Tax Professional to interview clients, prepare returns, and support IRS matters. You will work with a team to deliver accurate tax services and upsell additional products and services.

The role emphasizes strong client relationships and adherence to tax rules. Qualifications include a bachelor’s in accounting or related field and CPA/EA certification, with 5+ years in accounting or tax.