Seasonal Tax Pro: Virtual Interviews & Client Growth

H&R Block; Auburn (CA); On-site; USD 62,000 - 103,000; Part time

Benefits offered by this job

No perks listed

Job summary

H&R Block is seeking an experienced Tax Professional for a seasonal role to assist clients with diverse tax needs, backed by strong training and an expert team. The position emphasizes completing tax interviews, preparing returns, and providing IRS support.

Requirements include a bachelor's degree in accounting or related field, CPA or Enrolled Agent certification, plus 5+ years in accounting, finance, bookkeeping or tax. Competitive hourly pay 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
• High school diploma / equivalent or higher

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

Communication skills

Mentor teammates

Virtual interviews

Tax planning

Audit support

Sales experience

Complex returns

Accounting/Finance

Education

Bachelor’s degree in accounting or related field

CPA or Enrolled Agent certification

High school diploma / equivalent or higher

Job description

H&R Block is seeking an experienced Tax Professional for a seasonal role to assist clients with diverse tax needs, backed by strong training and an expert team. The position emphasizes completing tax interviews, preparing returns, and providing IRS support.

Requirements include a bachelor's degree in accounting or related field, CPA or Enrolled Agent certification, plus 5+ years in accounting, finance, bookkeeping or tax. Competitive hourly pay is offered.