Seasonal Tax Pro & Planning Specialist

H&R Block, Inc.; Clearfield (Clearfield County); On-site; USD 45,000 - 65,000; Full time

Job summary

H&R Block, Inc. is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs. You’ll work within an expert team and receive advanced tax training. Responsibilities include conducting interviews, preparing returns, and supporting clients with IRS matters.

The role emphasizes growth opportunities, client retention, and offering additional products and services in a fast-paced environment.

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
• Mentor and support teammates
• Experience completing complex returns (individual, trust, partnership)

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
• Mentor and support teammates

Skills

5+ years experience

Virtual tax interviews

IRS support knowledge

Client relationship building

Sales/marketing experience

Education

Bachelor’s degree in accounting or related field

High school diploma or higher

Job description

H&R Block, Inc. is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs. You’ll work within an expert team and receive advanced tax training. Responsibilities include conducting interviews, preparing returns, and supporting clients with IRS matters.

The role emphasizes growth opportunities, client retention, and offering additional products and services in a fast-paced environment.