Seasonal Tax Pro: Virtual Interviews & Client Growth

H&R Block, Inc.; Knoxville (IA); On-site; USD 28,000 - 41,000; Full time

Job summary

Joining H&R Block as a seasonal, experienced Tax Professional means you’ll serve clients with diverse tax needs with the support of an expert team, dedicated to providing you with advanced tax training you’ll need to be successful.

The role emphasizes delivering tax interviews, preparing accurate returns, and driving client growth in a fast-paced environment, with opportunities to assist clients through IRS support and advisory services.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment
• Experience in accounting, finance, bookkeeping or tax
• Experience completing individual returns
• Experience working in a fast-paced environment
• Comfort working with virtual tools – video, phone and chat
• Ability to effectively communicate in person, via phone and in writing
• Must complete continuing education requirement and meet all other IRS and applicable state requirements
• 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 and, where applicable, audit representation

Skills

Virtual tax interviews

Tax planning and audit support

Sales and marketing experience

Mentor teammates

Education

Bachelor’s degree in accounting or related field

Job description

Joining H&R Block as a seasonal, experienced Tax Professional means you’ll serve clients with diverse tax needs with the support of an expert team, dedicated to providing you with advanced tax training you’ll need to be successful.

The role emphasizes delivering tax interviews, preparing accurate returns, and driving client growth in a fast-paced environment, with opportunities to assist clients through IRS support and advisory services.