Seasonal Tax Professional - Complex Returns & Client Growth

H&R Block, Inc.; Middlefield Township (OH); On-site; USD 35,000 - 65,000; Part time

Job summary

H&R Block is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs and provide them with guided, expert support. You’ll interview clients, prepare returns, and help grow the practice.

The role requires a bachelor’s in accounting or related field, CPA or EA certification, and 5+ years in accounting, finance, bookkeeping, or tax, with proficiency in virtual tax interviews and IRS assistance. Franchise office may vary.

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
• Mentor and support teammates

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 (e.g., audit notices)
• Mentor and support teammates

Skills

Tax knowledge

Client communication

Mentor teammates

Experience with virtual tools

Sales/marketing experience

Education

Bachelor’s degree in accounting or related field

CPA or Enrolled Agent certification

Job description

H&R Block is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs and provide them with guided, expert support. You’ll interview clients, prepare returns, and help grow the practice.

The role requires a bachelor’s in accounting or related field, CPA or EA certification, and 5+ years in accounting, finance, bookkeeping, or tax, with proficiency in virtual tax interviews and IRS assistance. Franchise office may vary.