Seasonal Tax Pro – Franchise Office, Growth & Training

H&R Block, Inc.; Orange (CA); On-site; USD 29,000 - 34,000; Part time

Job summary

H&R Block, Inc. is seeking a seasonal Tax Professional to help clients with diverse tax needs and provide advanced training support. You will interview clients in person or virtually and prepare accurate returns for individuals, trusts and partnerships.

This role emphasizes generating business growth, increasing client retention, and offering additional product and service solutions within a fast-paced team environment.

Qualifications

• Conduct tax interviews with clients using in-person and virtual tools (video, phone, chat, email).
• Prepare complete and accurate tax returns for individuals, trusts, and partnerships.
• Generate business growth, increase client retention and offer additional products and services.

Responsibilities

• Serve clients with diverse tax needs with support from an expert team.
• Mentor and support teammates and contribute to a fast-paced environment.

Skills

Tax interviews (virtual)

Client communication

Mentoring teammates

Sales experience

Education

Bachelor's degree in accounting or related field

CPA or Enrolled Agent certification

High school diploma / equivalent

Job description

H&R Block, Inc. is seeking a seasonal Tax Professional to help clients with diverse tax needs and provide advanced training support. You will interview clients in person or virtually and prepare accurate returns for individuals, trusts and partnerships.

This role emphasizes generating business growth, increasing client retention, and offering additional product and service solutions within a fast-paced team environment.