Seasonal Tax Professional - Virtual Interviews & Growth

H&R Block; Mendota (IL); On-site; USD 23,000 - 28,000; Part time

Job summary

H&R Block seeks an experienced Tax Professional to assist clients with diverse tax needs, delivering high-quality tax preparation and insightful interviews both in person and virtually. You will join a team focused on training and growth, offering expert guidance to help clients make informed financial decisions.

The role emphasizes rigorous tax knowledge, client engagement, and the ability to expand services while maintaining compliance.

Qualifications

• Bachelor's degree in accounting or related field required.
• CPA or Enrolled Agent certification preferred.
• 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

Tax interviews

Client communication

Mentoring teammates

IRS knowledge

Sales/marketing experience

Complex returns

Virtual tools

Education

Bachelor’s degree in accounting or related field

CPA or Enrolled Agent certification

High school diploma / equivalent or higher

Tools

Video conferencing

Chat tools

Tax software

Job description

H&R Block seeks an experienced Tax Professional to assist clients with diverse tax needs, delivering high-quality tax preparation and insightful interviews both in person and virtually. You will join a team focused on training and growth, offering expert guidance to help clients make informed financial decisions.

The role emphasizes rigorous tax knowledge, client engagement, and the ability to expand services while maintaining compliance.