Seasonal Tax Pro: Virtual Interviews & Client Growth

H&R Block, Inc.; Salem (IN); On-site; USD 40,000 - 65,000; Full time

Job summary

H&R Block, Inc. seeks a seasoned Tax Professional for seasonal work in Indiana. You will interview clients, prepare returns, and advise on tax strategies with the support of experienced colleagues. The role emphasizes client service, accuracy, and growing business with additional product offerings.

Ideal candidates hold CPA or EA credentials, 5+ years in tax-related fields, and experience in virtual tax interviews. Compliance with IRS standards is essential for success in this fast-paced team.

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 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
• Circular 230 associates can provide audit representation

Education

Bachelor’s degree in accounting or related field

CPA or Enrolled Agent certification

Job description

H&R Block, Inc. seeks a seasoned Tax Professional for seasonal work in Indiana. You will interview clients, prepare returns, and advise on tax strategies with the support of experienced colleagues. The role emphasizes client service, accuracy, and growing business with additional product offerings.

Ideal candidates hold CPA or EA credentials, 5+ years in tax-related fields, and experience in virtual tax interviews. Compliance with IRS standards is essential for success in this fast-paced team.