Seasonal Tax Pro: Expert Training & Client Growth

H&R Block, Inc.

Lowell (MA)

On-site

USD 22,000 - 39,000

Part time

4 days ago
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Job summary

H&R Block is hiring a seasonal, experienced Tax Professional to serve clients with diverse tax needs and the support of an expert team. You will receive advanced tax training to help you succeed in a fast-paced environment.

Role emphasizes building client relationships, conducting virtual tax interviews, preparing returns, and driving growth and retention with trusted guidance. Requires CPA/EA or equivalent, and strong communication skills.

Qualifications

  • Bachelor’s degree in accounting or related field.
  • CPA or Enrolled Agent certification.
  • 5+ years of experience in accounting, finance, bookkeeping or tax.
  • Experience conducting virtual tax interviews.
  • Experience with tax planning and audit support.
  • Experience completing complex returns (individual, trust, partnership).
  • Sales and/or marketing experience.
  • Must complete continuing education requirements and meet IRS/state requirements.

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.

Job description

H&R Block is hiring a seasonal, experienced Tax Professional to serve clients with diverse tax needs and the support of an expert team. You will receive advanced tax training to help you succeed in a fast-paced environment.

Role emphasizes building client relationships, conducting virtual tax interviews, preparing returns, and driving growth and retention with trusted guidance. Requires CPA/EA or equivalent, and strong communication skills.

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