Seasonal Tax Pro: Virtual Interviews & Client Growth

H&R Block, Inc.; Town of Cazenovia (NY); On-site; USD 25,000 - 34,000; Full time

Job summary

H&R Block is seeking seasonal Tax Professionals to interview clients, prepare returns, and provide IRS support. You will grow client relationships with the support of an expert team and receive advanced training.

Ideal candidates have a bachelor’s in accounting or related field, CPA/EA certification, and 5+ years in tax or related fields. This role involves virtual and in-person client interactions and sales opportunities.

Qualifications

• Bachelor’s degree or higher required.
• CPA or EA certification preferred.
• 5+ years in accounting, finance, bookkeeping or tax.
• Experience completing individual, trust or partnership returns.

Responsibilities

• Conduct tax interviews with clients face to face and via virtual tools (video, phone, chat, email).
• Prepare complete and accurate tax returns.
• Generate business growth, increase client retention, and offer additional products/services.
• Provide clients with IRS/state assistance and audit support as needed.
• Mentor and support teammates in a fast-paced environment.

Skills

Virtual tax interviews

Tax planning

Audit support

Complex returns experience

Sales/Marketing experience

Communication skills

IRS/State requirements

Real-time client interactions

Education

Bachelor’s degree in accounting or related field

CPA or Enrolled Agent certification

Job description

H&R Block is seeking seasonal Tax Professionals to interview clients, prepare returns, and provide IRS support. You will grow client relationships with the support of an expert team and receive advanced training.

Ideal candidates have a bachelor’s in accounting or related field, CPA/EA certification, and 5+ years in tax or related fields. This role involves virtual and in-person client interactions and sales opportunities.