Seasonal Tax Pro: Expert Returns & Client Growth

H&R Block, Inc.; Fort Dodge (IA); On-site; USD 24,000 - 36,000; Full time

Job summary

H&R Block is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs and provide advanced tax training. You will interview clients in person or virtually, prepare returns, and help grow client relationships with support from a dedicated team.

The role emphasizes accurate tax preparation, client service, and adherence to IRS/state requirements, with opportunities to mentor teammates and expand service offerings.

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 representations per Circular 230 as applicable)
• Mentor and support teammates
• High school diploma / equivalent or higher

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

Tax interview skills

Client relationship building

Communication

Virtual tools usage

IRS/state requirements knowledge

Education

Bachelor’s degree in accounting or related field

High school diploma / equivalent

Tools

Video conferencing tools

Chat/virtual communication tools

Job description

H&R Block is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs and provide advanced tax training. You will interview clients in person or virtually, prepare returns, and help grow client relationships with support from a dedicated team.

The role emphasizes accurate tax preparation, client service, and adherence to IRS/state requirements, with opportunities to mentor teammates and expand service offerings.