Seasonal Tax Pro: Virtual Interviews & Client Growth

H&R Block; Chesterton (IN); On-site; USD 18,000 - 32,000; 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 and receive advanced tax training to succeed. This role emphasizes conducting tax interviews, preparing returns, and offering additional services to grow the client base.

Franchise office specifics apply; enrollment in or completion of the H&R Block Tax Knowledge Assessment is noted, with questions directed to the franchisee.

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 in person 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

Skills

Tax knowledge

Client communication

Virtual interviews

Sales experience

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. You’ll work with an expert team and receive advanced tax training to succeed. This role emphasizes conducting tax interviews, preparing returns, and offering additional services to grow the client base.

Franchise office specifics apply; enrollment in or completion of the H&R Block Tax Knowledge Assessment is noted, with questions directed to the franchisee.