Seasonal Tax Pro - Virtual Interviews & Client Growth

H&R Block; Victoria (TX); On-site; USD 22,000 - 39,000; Part time

Job summary

H&R Block is seeking an experienced Tax Professional for a seasonal role to serve clients with diverse tax needs, supported by a team of experts and advanced training. The position emphasizes delivering accurate tax services with the aid of virtual tools.

Responsibilities include conducting tax interviews, preparing returns, and assisting with IRS/state requirements while mentoring teammates and contributing to client growth. Strong credentials and prior tax experience are required.

Qualifications

• Experience completing individual, trust, or partnership returns.
• Strong interviewing skills via in-person and virtual tools.
• Ability to generate business growth and client retention.
• Must meet IRS/state continuing education requirements.

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

Complex returns

Virtual interviews

Tax planning

Audit support

Sales experience

Communication skills

Continuing education

Fast-paced environment

Education

Bachelor’s degree in accounting or related field

CPA or Enrolled Agent certification

High school diploma / equivalent or higher

Job description

H&R Block is seeking an experienced Tax Professional for a seasonal role to serve clients with diverse tax needs, supported by a team of experts and advanced training. The position emphasizes delivering accurate tax services with the aid of virtual tools.

Responsibilities include conducting tax interviews, preparing returns, and assisting with IRS/state requirements while mentoring teammates and contributing to client growth. Strong credentials and prior tax experience are required.