Seasonal Tax Pro — Expert Returns & Client Growth

H&R Block, Inc.; Montross (VA); On-site; USD 23,000 - 28,000; Part time

Job summary

H&R Block in Montross, VA is seeking an experienced Tax Professional for a seasonal role to serve clients with diverse tax needs. You’ll work with an expert team and receive advanced tax training to help clients make confident financial decisions.

You will conduct tax interviews, prepare returns, and look for opportunities to grow the business while delivering IRS support and notices as needed.

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

Client communication

Virtual interviews

Tax planning

Audit support

Sales experience

Education

Bachelor’s degree in accounting or related field

CPA or Enrolled Agent certification

High school diploma / equivalent or higher

Tools

Video conferencing tools

Chat/Phone communication

Job description

H&R Block in Montross, VA is seeking an experienced Tax Professional for a seasonal role to serve clients with diverse tax needs. You’ll work with an expert team and receive advanced tax training to help clients make confident financial decisions.

You will conduct tax interviews, prepare returns, and look for opportunities to grow the business while delivering IRS support and notices as needed.