Seasonal Tax Pro: Virtual Interviews & Growth

H&R Block, Inc.; Karnes City (TX); On-site; USD 48,000 - 72,000; Full time

Job summary

H&R Block, Inc. is seeking a seasonal Tax Professional to serve clients with diverse tax needs, leveraging advanced training and mentorship from a tax expert team.

The role focuses on conducting interviews, preparing returns, and offering additional services to grow client relationships. Ideal candidates have CPA or EA credentials, extensive accounting/tax experience, and comfort with virtual tools for client interactions.

Qualifications

• 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

Responsibilities

• Conduct tax interviews and prep tax returns for diverse clients
• Mentor and support teammates
• Cross-sell additional products and services
• Deliver IRS support and notices handling as needed

Skills

Tax interviews

Tax returns

IRS support

Audit support

Client growth

Education

Bachelor's in accounting

CPA certification

Enrolled Agent

5+ years experience

Job description

H&R Block, Inc. is seeking a seasonal Tax Professional to serve clients with diverse tax needs, leveraging advanced training and mentorship from a tax expert team.

The role focuses on conducting interviews, preparing returns, and offering additional services to grow client relationships. Ideal candidates have CPA or EA credentials, extensive accounting/tax experience, and comfort with virtual tools for client interactions.