Seasonal Tax Professional — Build Client Relationships Virtually

H&R Block; Putnam (CT); On-site; USD 52,000 - 70,000; Part time

Job summary

H&R Block is seeking a seasonal Tax Professional to serve clients with diverse tax needs and provide expert support through training and a collaborative team. The role emphasizes conducting interviews both in person and virtually, preparing accurate tax returns, and driving client growth and retention.

Franchise offices partner with H&R Block, and advancement may depend on continued training and state requirements.

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
• All certification levels can provide tax notice services
• Circular 230 associates can provide audit representation
• Mentor and support teammates

Skills

Client communication

Virtual interview experience

Tax knowledge

Mentoring teammates

Education

Bachelor’s degree in accounting or related field

CPA or Enrolled Agent certification

Job description

H&R Block is seeking a seasonal Tax Professional to serve clients with diverse tax needs and provide expert support through training and a collaborative team. The role emphasizes conducting interviews both in person and virtually, preparing accurate tax returns, and driving client growth and retention.

Franchise offices partner with H&R Block, and advancement may depend on continued training and state requirements.