Seasonal Tax Professional: Virtual Interviews & Growth

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

Job summary

H&R Block, Inc. is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs. You will work with an expert team and receive advanced tax training to ensure success in a fast-paced environment.

Responsibilities include interviewing clients (in person and virtually), preparing tax returns, and driving business growth while maintaining high client satisfaction.

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 (including all certification levels for tax notice services and audit representation).
• Mentor and support teammates.

Skills

Tax knowledge

Client communication

Virtual tools proficiency

Mentoring teammates

Education

Bachelor’s degree in accounting

CPA or Enrolled Agent certification

Tools

Tax software

IRS e-file

Video/Chat tools

Job description

H&R Block, Inc. is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs. You will work with an expert team and receive advanced tax training to ensure success in a fast-paced environment.

Responsibilities include interviewing clients (in person and virtually), preparing tax returns, and driving business growth while maintaining high client satisfaction.