Seasonal Tax Pro: Complex Returns & Virtual Interviews

H&R Block, Inc.; New Ulm (MN); On-site; USD 25,000 - 34,000; Full time

Job summary

H&R Block, Inc. is seeking a seasonal Tax Professional to interview clients and prepare returns for individuals, trusts and partnerships. You will advise on tax matters, provide IRS support and help grow the client base with additional services.

Proficiency with virtual interview tools and clear communication are essential. The role offers a fast-paced environment with tax training and opportunities to work with a dedicated team.

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 (audit representation for certain certifications).

Responsibilities

• Mentor and support teammates.
• Deliver accurate tax returns for individuals, trusts and partnerships.
• Support clients through tax notices and related IRS communications.

Skills

Tax interviews

Tax preparation

IRS support

Communication

Virtual tools

Sales/marketing experience

Education

Bachelor’s degree in accounting

CPA or Enrolled Agent

Job description

H&R Block, Inc. is seeking a seasonal Tax Professional to interview clients and prepare returns for individuals, trusts and partnerships. You will advise on tax matters, provide IRS support and help grow the client base with additional services.

Proficiency with virtual interview tools and clear communication are essential. The role offers a fast-paced environment with tax training and opportunities to work with a dedicated team.