Seasonal Tax Pro: Grow Clients & Master Returns Virtually

H&R Block, Inc.; Stanford (KY); On-site; USD 35,000 - 55,000; Part time

Job summary

H&R Block is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs with the support of an expert team and advanced tax training.

You'll conduct tax interviews, prepare complete and accurate tax returns, and look for opportunities to grow the business while maintaining client relationships. This role requires CPA/EA or progress toward, strong communication, and comfort with virtual tools.

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; All certification levels can provide tax notice services; Circular 230 associates can provide audit representation
• Mentor and support teammates
• Successful completion of the H&R Block Tax Knowledge Assessment
• Experience in accounting, finance, bookkeeping or tax
• Experience completing individual returns
• Experience working in a fast-paced environment
• Comfort working with virtual tools – video, phone and chat
• Ability to effectively communicate in person, via phone and in writing
• Must complete continuing education requirement and meet all other IRS and applicable state requirements
• High school diploma / equivalent or higher

Responsibilities

• Conduct tax interviews with clients face to face and through virtual tools
• Prepare complete and accurate tax returns
• Generate business growth, increase client retention, and offer additional products and services
• Provide clients with IRS support
• Mentor and support teammates

Skills

Experience completing individual tax

Experience completing complex returns

Fast-paced environment

Effective communication

Education

Bachelor’s degree in accounting or related field

CPA or Enrolled Agent certification

Job description

H&R Block is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs with the support of an expert team and advanced tax training.

You'll conduct tax interviews, prepare complete and accurate tax returns, and look for opportunities to grow the business while maintaining client relationships. This role requires CPA/EA or progress toward, strong communication, and comfort with virtual tools.