Seasonal Tax Professional — Expert Returns & Client Growth

H&R Block, Inc.; Apex (NC); On-site; USD 25,000 - 39,000; Part time

Job summary

H&R Block is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs and provide advanced tax training to ensure success. The role emphasizes interviewing clients in person or via virtual tools, preparing complete returns, and growing client relationships within a franchise office.

Candidates should have a bachelor’s degree in accounting or related field, CPA/EA certification, and 5+ years in accounting/tax, with comfort using virtual tools and meeting IRS/state

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

Job description

H&R Block is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs and provide advanced tax training to ensure success. The role emphasizes interviewing clients in person or via virtual tools, preparing complete returns, and growing client relationships within a franchise office.

Candidates should have a bachelor’s degree in accounting or related field, CPA/EA certification, and 5+ years in accounting/tax, with comfort using virtual tools and meeting IRS/state