Seasonal Tax Professional: Virtual Interviews & Training

H&R Block, Inc.; Clinton (SC); On-site; USD 35,000 - 55,000; Full time

Job summary

H&R Block is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs and to deliver advanced tax training and support. You will interview clients via in-person and virtual channels, prepare returns, and help grow the client base with service enhancements.

The role emphasizes accurate tax filings, IRS communications, and collaboration with a team of tax professionals during peak season.

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 (including audit representation for Circular 230 associates).

Responsibilities

• Mentor and support teammates.
• Contribute to a fast-paced, client-focused environment.
• Engage clients to identify tax planning opportunities and service needs.

Skills

Tax interviews

Client communication

Tax preparation

IRS support

Virtual tools usage

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 to deliver advanced tax training and support. You will interview clients via in-person and virtual channels, prepare returns, and help grow the client base with service enhancements.

The role emphasizes accurate tax filings, IRS communications, and collaboration with a team of tax professionals during peak season.