Senior Tax Pro — Client Advisory & Virtual Tax Prep

H&R Block; Adel (IA); On-site; USD 28,000 - 41,000; Full time

Job summary

H&R Block in Adel, IA is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs. You’ll receive advanced tax training and work with an expert team to build client relationships that grow stronger each year.

Responsibilities include conducting tax interviews, preparing returns, mentoring teammates, and generating business growth while providing IRS support. This role emphasizes client service and tax expertise.

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

Responsibilities

• Mentor and support teammates
• Grow the client base and maintain relationships
• Deliver tax services for individuals, trusts and partnerships
• Assist with tax planning and audit support

Skills

Client relationships

Virtual tax interviews

Tax interview delivery

Communication

Mentor teammates

Tax planning & audit support

Sales/Marketing experience

Experience completing complex returns

Experience with individual returns

Education

Bachelor’s degree in accounting or related field

CPA or Enrolled Agent certification

Job description

H&R Block in Adel, IA is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs. You’ll receive advanced tax training and work with an expert team to build client relationships that grow stronger each year.

Responsibilities include conducting tax interviews, preparing returns, mentoring teammates, and generating business growth while providing IRS support. This role emphasizes client service and tax expertise.