Senior Tax Advisor — Virtual Interviews & Client Growth

H&R Block; Thomson (GA); On-site; USD 45,000 - 65,000; Full time

Job summary

H&R Block is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs under the guidance of an expert team. You will receive advanced tax training to help you succeed and build long-term client relationships.

The role emphasizes in-person and virtual tax interviews, accurate return preparation, and opportunities to grow client bases with additional products and services. A CPA/EA or active certification is preferred.

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 in accounting, finance, bookkeeping or tax.
• Experience conducting virtual tax interviews.
• Experience with tax planning and audit support.
• Sales and/or marketing experience a plus.

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
• All certification levels can provide tax notice services; Circular 230 associates can provide audit representation
• Mentor and support teammates

Skills

Client interviews

Tax return preparation

IRS support

Mentor teammates

Sales experience

Virtual tools use

Education

Bachelor’s degree in accounting or related field

Job description

H&R Block is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs under the guidance of an expert team. You will receive advanced tax training to help you succeed and build long-term client relationships.

The role emphasizes in-person and virtual tax interviews, accurate return preparation, and opportunities to grow client bases with additional products and services. A CPA/EA or active certification is preferred.