Seasonal Tax Pro: Expert Training & Client Growth

H&R Block, Inc.; Luling (TX); On-site; USD 32,000 - 55,000; Full time

Job summary

H&R Block is seeking a seasonal tax professional to build client relationships and deliver expert tax services. You’ll provide compassionate, accurate tax preparation for diverse client needs with support from an experienced team.

You’ll complete tax interviews, prepare returns, and help grow the business by offering additional services. Strong communication and compliance with IRS rules are essential for success.

Qualifications

• Must have experience conducting tax interviews with clients.
• Ability to prepare complete and accurate tax returns.
• Experience with complex returns (individual, trust, partnership).
• 5+ years in accounting, finance, bookkeeping or tax.
• Comfort with virtual interview tools and IRS support.

Responsibilities

• Conduct tax interviews with clients face to face and via virtual tools.
• Prepare complete and accurate tax returns.
• Generate business growth, increase client retention, and upsell services.
• Provide clients with IRS support and audit representation where applicable.
• Mentor and support teammates in tax procedures.

Skills

Conduct tax interviews

Prepare complete tax returns

Generate business growth

Provide IRS support

Mentor teammates

Virtual tools experience

Education

Bachelor’s degree in accounting or related field

CPA or Enrolled Agent certification

Experience: complex returns (individual, trust, partnership)

5+ years in accounting, finance, bookkeeping or tax

High school diploma / equivalent or higher

Experience virtual tax interviews

Job description

H&R Block is seeking a seasonal tax professional to build client relationships and deliver expert tax services. You’ll provide compassionate, accurate tax preparation for diverse client needs with support from an experienced team.

You’ll complete tax interviews, prepare returns, and help grow the business by offering additional services. Strong communication and compliance with IRS rules are essential for success.