Seasonal Tax Pro — Virtual Interviews & Client Growth

H&R Block, Inc.; Glendive (MT); On-site; USD 25,000 - 39,000; Part time

Job summary

H&R Block is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs with the support of an expert team, dedicated to providing advanced training and success.

Responsibilities include conducting tax interviews, preparing complete returns, and delivering IRS support while growing client relationships. This role requires a Bachelor’s in accounting and CPA/EA credentials, plus several years in accounting or tax and comfort with virtual tools.

Qualifications

• Conduct tax interviews with clients face to face or via virtual tools.
• Prepare complete and accurate tax returns for individuals, trusts and partnerships.
• Generate business growth and increase client retention through service and product offerings.
• Provide clients with IRS support and audit notice assistance.
• Experience in accounting, finance, bookkeeping or tax.
• Experience completing individual returns.
• High school diploma 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

Tax interview skills

Tax preparation

Client service

Mentoring teammates

Education

Bachelor's degree in accounting

CPA or Enrolled Agent certification

Job description

H&R Block is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs with the support of an expert team, dedicated to providing advanced training and success.

Responsibilities include conducting tax interviews, preparing complete returns, and delivering IRS support while growing client relationships. This role requires a Bachelor’s in accounting and CPA/EA credentials, plus several years in accounting or tax and comfort with virtual tools.