Seasonal Tax Pro — Expert Training & Growth

H&R Block, Inc.; Claremore (OK); On-site; USD 20,000 - 30,000; Part time

Job summary

H&R Block, Inc. is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs, backed by expert training and a supportive team.

You will conduct client interviews via video, phone, or chat, prepare accurate tax returns, and help grow the client base with additional services. Ideal candidates have extensive tax experience, CPAs or enrolled agents, and the ability to work in a fast-paced environment while maintaining IRS compliance and continuing education

Qualifications

• 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 representations)
• Must complete continuing education and meet IRS/state requirements

Responsibilities

• Conduct tax interviews with clients and prepare complete tax returns.
• Assist clients with IRS notices and audit processes.
• Grow client base and retention by offering additional services.

Skills

Virtual tax interviews

Client relationships

Mentor teammates

Communication

Sales/marketing experience

Education

Bachelor’s degree in accounting

CPA or Enrolled Agent certification

Job description

H&R Block, Inc. is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs, backed by expert training and a supportive team.

You will conduct client interviews via video, phone, or chat, prepare accurate tax returns, and help grow the client base with additional services. Ideal candidates have extensive tax experience, CPAs or enrolled agents, and the ability to work in a fast-paced environment while maintaining IRS compliance and continuing education