Seasonal Tax Pro: Expert Training & Client Growth

H&R Block, Inc.; Humboldt (IA); On-site; USD 42,000 - 54,000; Part time

Job summary

H&R Block, Inc. is seeking a seasonal, experienced Tax Professional to help clients with diverse tax needs. You’ll conduct tax interviews, prepare returns, and help grow the client base using virtual tools and expert support from the team.

The role emphasizes high-quality service, technical tax knowledge, and mentoring teammates, with ongoing education to meet IRS/state requirements. This position operates within an independently owned franchise office under H&R Block guidelines.

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.

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, including audit notice services where applicable.

Skills

Tax interviews

Tax returns

IRS support

Mentor teammates

Virtual tools

Education

Bachelor’s degree in accounting or related field

CPA or Enrolled Agent certification

Job description

H&R Block, Inc. is seeking a seasonal, experienced Tax Professional to help clients with diverse tax needs. You’ll conduct tax interviews, prepare returns, and help grow the client base using virtual tools and expert support from the team.

The role emphasizes high-quality service, technical tax knowledge, and mentoring teammates, with ongoing education to meet IRS/state requirements. This position operates within an independently owned franchise office under H&R Block guidelines.