Seasonal Tax Professional — Client Growth & Expert Returns

H&R Block, Inc.; Algona (IA); On-site; USD 25,000 - 39,000; Full time

Job summary

H&R Block, Inc. seeks a seasonal, experienced Tax Professional to serve clients with diverse tax needs, backed by an expert team and advanced tax training.

The role involves interviewing clients, preparing complete tax returns, driving business growth, and offering IRS support, with access to virtual tools and ongoing education. Franchise office environment emphasizes client service and compliance.

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; Circular 230 considerations and audit representation.
• Mentor and support teammates.
• Successful completion of the H&R Block Tax Knowledge Assessment2
• Experience completing individual returns
• Experience working in a fast-paced environment
• Comfort working with virtual tools – video, phone and chat
• Ability to effectively communicate in person, via phone and in writing
• Must complete continuing education and meet IRS/state requirements
• High school diploma / equivalent or higher

Responsibilities

• Conduct tax interviews with clients and prepare returns
• Generate business growth and client retention
• Provide IRS support and audit representation
• Mentor teammates

Skills

Tax interviews (virtual)

Tax preparation

Client relationship building

Sales/marketing experience

Education

Bachelor's degree in accounting or related field

CPA or Enrolled Agent certification

Job description

H&R Block, Inc. seeks a seasonal, experienced Tax Professional to serve clients with diverse tax needs, backed by an expert team and advanced tax training.

The role involves interviewing clients, preparing complete tax returns, driving business growth, and offering IRS support, with access to virtual tools and ongoing education. Franchise office environment emphasizes client service and compliance.