Seasonal Tax Pro - Virtual Client Advisory & Returns

H&R Block, Inc.; Hartford City (IN); On-site; USD 40,000 - 60,000; Part time

Job summary

H&R Block is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs. You’ll work with an expert team to receive advanced tax training and support to succeed.

The role involves conducting tax interviews with clients, preparing complete tax returns, and helping clients understand IRS steps. It requires CPA/EA qualifications or enrollment and 5+ years in accounting or tax, with the ability to work in a fast-paced environment and grow the client base.

Qualifications

• Conduct tax interviews with clients in person or via video/phone/chat/email.
• Prepare complete and accurate tax returns.
• Generate business growth, increase client retention, and offer additional services.
• Provide clients with IRS support and audit representation where applicable.
• Mentor and support teammates.

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 services.
• Provide clients with IRS support.
• Mentor and support teammates.

Skills

Client interviews

Tax returns

Virtual tools experience

Effective communication

Mentoring teammates

Education

Bachelor’s degree in accounting or related field

CPA or Enrolled Agent certification

Experience completing complex returns (individual, trust, partnership)

5+ years in accounting/finance/tax

Experience with tax planning and audit support

Sales/marketing experience

Job description

H&R Block is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs. You’ll work with an expert team to receive advanced tax training and support to succeed.

The role involves conducting tax interviews with clients, preparing complete tax returns, and helping clients understand IRS steps. It requires CPA/EA qualifications or enrollment and 5+ years in accounting or tax, with the ability to work in a fast-paced environment and grow the client base.