Seasonal Tax Pro - Complex Returns & Virtual Interviews

H&R Block, Inc.; Red Oak (IA); On-site; USD 25,000 - 39,000; Full time

Job summary

H&R Block in Iowa is seeking an experienced Tax Professional for the holiday season to service a diverse client base with confident, accurate tax returns. You’ll conduct tax interviews, prepare returns, and work with an expert team to maximize client satisfaction and revenue opportunities.

Ideal candidates have a bachelor’s in accounting or related field, CPA or Enrolled Agent certification, and 5+ years in accounting, finance, or tax.

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
• All certification levels can provide tax notice services
• Circular 230 associates can provide audit representation
• Mentor and support teammates
• Experience completing complex returns (individual, trust, partnership)

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
• All certification levels can provide tax notice services
• Circular 230 associates can provide audit representation
• Mentor and support teammates

Skills

Communication

Tax interviews

Client relationships

Mentor teammates

Sales/marketing

Education

Bachelor’s degree in accounting or related field

CPA or Enrolled Agent certification

High school diploma / equivalent

Tools

Video conferencing tools

Virtual interview platforms

Job description

H&R Block in Iowa is seeking an experienced Tax Professional for the holiday season to service a diverse client base with confident, accurate tax returns. You’ll conduct tax interviews, prepare returns, and work with an expert team to maximize client satisfaction and revenue opportunities.

Ideal candidates have a bachelor’s in accounting or related field, CPA or Enrolled Agent certification, and 5+ years in accounting, finance, or tax.