Seasonal Tax Pro: Expert Returns & Client Growth

H&R Block, Inc.; Pekin (OH); On-site; USD 38,000 - 52,000; Full time

Job summary

H&R Block is staffing a seasonal Tax Professional to help clients with diverse tax needs. You’ll be supported by a team with advanced training to succeed in a busy tax season.

You’ll conduct interviews, prepare returns, and seek opportunities to grow the client base while delivering IRS assistance and audit support when needed. The role emphasizes teammate mentoring and professional development.

Qualifications

• Bachelor’s degree in accounting or related field required.
• CPA or Enrolled Agent certification preferred.
• Experience completing complex returns (individual, trust, partnership) required.
• 5+ years of experience in accounting, finance, bookkeeping or tax preferred.
• Experience conducting virtual tax interviews preferred.
• Experience with tax planning and audit support is a plus.
• Sales and/or marketing experience is a bonus.

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 relationship building

Strong communication skills

Work in fast-paced environment

Mentoring teammates

Education

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

Tools

Video conferencing

Chat and email tools

Job description

H&R Block is staffing a seasonal Tax Professional to help clients with diverse tax needs. You’ll be supported by a team with advanced training to succeed in a busy tax season.

You’ll conduct interviews, prepare returns, and seek opportunities to grow the client base while delivering IRS assistance and audit support when needed. The role emphasizes teammate mentoring and professional development.