Seasonal Tax Pro: Expert Returns & Client Growth

H&R Block, Inc.; Lisbon (OH); On-site; USD 25,000 - 44,000; Full time

Job summary

H&R Block in the United States is seeking an experienced Tax Professional for the seasonal role. You will serve clients with diverse tax needs with the support of an expert team, and receive advanced tax training to be successful.

Conduct tax interviews via in-person and virtual tools, prepare complete returns, and provide IRS support while helping grow client relationships. You will mentor teammates in a fast-paced, virtual-friendly environment.

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 and audit representation where applicable.
• Mentor and support teammates.
• Successful completion of the H&R Block Tax Knowledge Assessment.
• Experience in accounting, finance, bookkeeping or tax.
• Experience completing individual returns.
• Comfort working with virtual tools – video, phone and chat; speed in a fast-paced environment.
• Ability to communicate effectively in person, via phone and in writing.
• Must complete continuing education requirements and meet IRS/state requirements.
• High school diploma / equivalent or higher.

Skills

Tax interviews

IRS support

Mentor teammates

Effective communication

CE requirements

Education parity

Education

Bachelor’s degree in accounting or related field

High school diploma / equivalent or higher

Job description

H&R Block in the United States is seeking an experienced Tax Professional for the seasonal role. You will serve clients with diverse tax needs with the support of an expert team, and receive advanced tax training to be successful.

Conduct tax interviews via in-person and virtual tools, prepare complete returns, and provide IRS support while helping grow client relationships. You will mentor teammates in a fast-paced, virtual-friendly environment.