Seasonal Tax Pro: Expert Returns & Client Growth

H&R Block; Lincoln (IL); On-site; USD 23,000 - 34,000; Part time

Job summary

H&R Block in Lincoln, IL is seeking an experienced Tax Professional for a seasonal position to serve clients with diverse tax needs. You’ll interview clients using in-person and virtual tools and prepare complete, accurate tax returns with IRS support from a dedicated team.

Ideal candidates hold a Bachelor’s degree in accounting or related field, CPA or Enrolled Agent certification, and 5+ years in accounting or tax.

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

Skills

Client communication

Mentor teammates

Sales/marketing experience

Virtual tax interviews

IRS/state tax knowledge

Fast-paced environment

Education

Bachelor’s degree in accounting or related field

CPA or Enrolled Agent certification

High school diploma or equivalent

Tools

Tax software experience

Video conferencing tools

Job description

H&R Block in Lincoln, IL is seeking an experienced Tax Professional for a seasonal position to serve clients with diverse tax needs. You’ll interview clients using in-person and virtual tools and prepare complete, accurate tax returns with IRS support from a dedicated team.

Ideal candidates hold a Bachelor’s degree in accounting or related field, CPA or Enrolled Agent certification, and 5+ years in accounting or tax.