Seasonal Tax Pro: Expert Returns & Client Growth

H&R Block, Inc.; Enid (OK); On-site; USD 26,000 - 42,000; Part time

Job summary

H&R Block is seeking a seasonal Tax Professional to interview clients, prepare complete tax returns, and support clients with IRS matters in a fast-paced office environment. The role emphasizes building client relationships and providing excellent tax service with the aid of experienced colleagues.

Ideal candidates have CPA/EA credentials or progress toward them, with 5+ years in accounting or tax, and experience handling diverse tax situations, including virtual interviews and tax planning

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 representation for Circular 230 associates)

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

Bachelor’s degree in accounting

CPA or Enrolled Agent

Experience completing complex returns

5+ years of experience in accounting,

Virtual tax interviews

Tax planning and audit support

Sales and/or marketing experience

Education

Bachelor’s degree in accounting or related field

CPA or Enrolled Agent certification

Tools

Video/phone/chat tools

Job description

H&R Block is seeking a seasonal Tax Professional to interview clients, prepare complete tax returns, and support clients with IRS matters in a fast-paced office environment. The role emphasizes building client relationships and providing excellent tax service with the aid of experienced colleagues.

Ideal candidates have CPA/EA credentials or progress toward them, with 5+ years in accounting or tax, and experience handling diverse tax situations, including virtual interviews and tax planning