Seasonal Tax Pro: Grow Clients, Master Returns

H&R Block, Inc.; Marion (NC); On-site; USD 30,000 - 40,000; Full time

Job summary

H&R Block in Marion, NC seeks an experienced Tax Professional to conduct client interviews, prepare returns, and support growth and client retention. The role leverages advanced tax training and IRS knowledge to deliver accurate, compliant filings and valuable tax guidance.

The position requires strong communication, 5+ years in accounting/tax, and credentials (CPA/EA) where applicable. Seasonal engagement with a collaborative, expert team is offered.

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 associates can provide audit representation.
• Mentor and support teammates.

Skills

Client communication

Virtual interviews

Mentor teammates

Education

Bachelor’s degree in accounting or related field

CPA or Enrolled Agent certification

Job description

H&R Block in Marion, NC seeks an experienced Tax Professional to conduct client interviews, prepare returns, and support growth and client retention. The role leverages advanced tax training and IRS knowledge to deliver accurate, compliant filings and valuable tax guidance.

The position requires strong communication, 5+ years in accounting/tax, and credentials (CPA/EA) where applicable. Seasonal engagement with a collaborative, expert team is offered.