Seasonal Tax Pro — Virtual Interviews & Complex Returns

H&R Block; Pasadena (CA); On-site; USD 34,000 - 41,000; Part time

Job summary

H&R Block is hiring a seasonal, experienced Tax Professional to serve clients with diverse tax needs and to participate in advanced tax training. You will conduct interviews, prepare returns, and contribute to growing the client base while ensuring IRS support is provided when needed.

The role emphasizes virtual tool usage and strong client communication in a fast-paced environment; a CPA/EA or comparable credentials and a relevant accounting background are preferred.

Qualifications

• Conduct tax interviews with clients face to face and through virtual tools.
• Prepare complete and accurate tax returns.
• Generate business growth, increase client retention and upsell services.
• Provide clients with IRS support and audit representation where applicable.
• Mentor and support teammates.

Responsibilities

• Conduct tax interviews with clients face to face or via virtual tools.
• Prepare complete and accurate individual tax returns.
• Identify opportunities to grow client relationships and offer additional products.
• Provide IRS support as needed; circular 230 compliance considerations.
• Mentor and support teammates in their engagements.

Skills

Tax interviews

Prepare tax returns

IRS support

Audit representation knowledge

Mentor teammates

Virtual tools (video/phone/chat/email)

Education

Bachelor's degree in accounting or related field

CPA or Enrolled Agent certification

H&R Block Tax Knowledge Assessment

High school diploma / equivalent or higher

Tools

Video conferencing tools

Phone/Chat/Email platforms

Job description

H&R Block is hiring a seasonal, experienced Tax Professional to serve clients with diverse tax needs and to participate in advanced tax training. You will conduct interviews, prepare returns, and contribute to growing the client base while ensuring IRS support is provided when needed.

The role emphasizes virtual tool usage and strong client communication in a fast-paced environment; a CPA/EA or comparable credentials and a relevant accounting background are preferred.