Seasonal Tax Pro - Expert, Virtual Interviews

H&R Block, Inc.; Town of Malone (NY); On-site; USD 28,000 - 41,000; Part time

Job summary

H&R Block, Inc. is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs. You will receive advanced training and work within a team of tax experts to build client relationships that grow each year.

The role emphasizes conducting tax interviews, preparing returns, and providing IRS support while driving client growth. Prior CPA/EA certification is preferred; experience with virtual tools is a plus.

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.
• Experience conducting virtual tax interviews.
• Experience with tax planning and audit support.
• Sales and/or marketing experience.

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.
• All certification levels can provide tax notice services (Circular 230).
• Mentor and support teammates.

Skills

5+ years experience

Virtual tax interviews

Tax planning

Audit support

Sales experience

Education

CPA/EA certification

Bachelor’s degree in accounting

Job description

H&R Block, Inc. is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs. You will receive advanced training and work within a team of tax experts to build client relationships that grow each year.

The role emphasizes conducting tax interviews, preparing returns, and providing IRS support while driving client growth. Prior CPA/EA certification is preferred; experience with virtual tools is a plus.