Seasonal Tax Pro: Virtual Interviews & Growth

H&R Block, Inc.; Winchester (IN); On-site; USD 21,000 - 34,000; Full time

Job summary

H&R Block, Inc. in Winchester, IN seeks a seasonal Tax Professional to serve clients with diverse tax needs. You’ll conduct tax interviews face-to-face and virtually, prepare complete and accurate returns, and help grow the client base with additional products and services.

The role requires at least a bachelor’s degree in accounting or related field, CPA or EA certification preferred, and experience handling complex returns. Excellent communication and mentoring skills are valued.

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.

Skills

Tax preparation experience

Virtual client interviews

Mentor teammates

Client communication

Sales and/or marketing experience

Education

Bachelor’s degree in accounting or related field

CPA or Enrolled Agent certification

Job description

H&R Block, Inc. in Winchester, IN seeks a seasonal Tax Professional to serve clients with diverse tax needs. You’ll conduct tax interviews face-to-face and virtually, prepare complete and accurate returns, and help grow the client base with additional products and services.

The role requires at least a bachelor’s degree in accounting or related field, CPA or EA certification preferred, and experience handling complex returns. Excellent communication and mentoring skills are valued.