Seasonal Tax Pro: Expert Returns & Client Growth

H&R Block, Inc.; Dillon (MT); On-site; USD 37,000 - 58,000; Part time

Job summary

H&R Block, Inc. seeks a seasonal Tax Professional to serve clients with diverse tax needs and provide advanced tax training. You will conduct interviews, prepare returns, and support growth and client retention within a fast-paced team.

Ideal candidates have CPA/EA credentials, 5+ years in tax or accounting, and experience with virtual tools. This role emphasizes client service and mentorship in a franchise office environment.

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

Complex returns experience

Virtual tax interviews

Sales/marketing experience

Mentor teammates

IRS/audit support knowledge

Communication skills

Education

Bachelor’s degree in accounting or related field

CPA or Enrolled Agent certification

High school diploma or equivalent

Tools

Virtual tools (video, phone, chat, email)

Job description

H&R Block, Inc. seeks a seasonal Tax Professional to serve clients with diverse tax needs and provide advanced tax training. You will conduct interviews, prepare returns, and support growth and client retention within a fast-paced team.

Ideal candidates have CPA/EA credentials, 5+ years in tax or accounting, and experience with virtual tools. This role emphasizes client service and mentorship in a franchise office environment.