Seasonal Tax Pro: Expert Returns, Virtual Client Interviews

H&R Block; Decatur (TX); On-site; USD 28,000 - 48,000; Full time

Job summary

H&R Block seeks an experienced Tax Professional for a seasonal role to serve clients with diverse tax needs. You’ll rely on an expert team and advanced training to succeed, with opportunities to mentor teammates and grow client relationships.

Responsibilities include conducting tax interviews, preparing returns, providing IRS support, and driving client growth in a fast-paced environment using virtual tools.

Qualifications

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

Responsibilities

• Conduct tax interviews with clients face to face or via virtual tools.
• Prepare complete and accurate tax returns.
• Generate business growth and increase client retention.
• Provide clients with IRS support.
• Mentor and support teammates.

Skills

Tax knowledge

Virtual interviews

Client communication

Mentoring teammates

Education

Bachelor's degree in accounting

CPA or Enrolled Agent certification

High school diploma / equivalent

Tools

Video conferencing

Chat tools

Job description

H&R Block seeks an experienced Tax Professional for a seasonal role to serve clients with diverse tax needs. You’ll rely on an expert team and advanced training to succeed, with opportunities to mentor teammates and grow client relationships.

Responsibilities include conducting tax interviews, preparing returns, providing IRS support, and driving client growth in a fast-paced environment using virtual tools.