Seasonal Tax Pro: Virtual Interviews & Client Growth

H&R Block, Inc.; Garner (IA); On-site; USD 28,000 - 52,000; Full time

Job summary

H&R Block, Inc. is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs and provide advanced tax training. You will conduct interviews, prepare returns, and support clients with IRS issues while collaborating with an expert team.

The role emphasizes relationship-building, growth generation, and use of virtual tools to interview clients and deliver services remotely when needed.

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
• High school diploma / equivalent or higher
• Must complete continuing education requirements and meet IRS/state requirements
• Experience completing complex returns (individual, trust, partnership)

Responsibilities

• Conduct tax interviews with clients in person and via virtual tools – video, phone and chat
• Prepare complete and accurate tax returns
• Generate business growth, increase client retention, and upsell products and services
• Provide clients with IRS support and audit notice services where applicable
• Mentor and support teammates
• Work in a fast-paced environment using virtual tools

Skills

Tax interviews

Education

Bachelor’s degree in accounting or related field

CPA or Enrolled Agent certification

Job description

H&R Block, Inc. is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs and provide advanced tax training. You will conduct interviews, prepare returns, and support clients with IRS issues while collaborating with an expert team.

The role emphasizes relationship-building, growth generation, and use of virtual tools to interview clients and deliver services remotely when needed.