Senior Tax Pro - Client Growth & Complex Returns (Seasonal)

H&R Block, Inc.; Ida Grove (IA); On-site; USD 50,000 - 75,000; Full time

Job summary

H&R Block is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs and provide advanced tax training.

You will conduct tax interviews with clients face to face and via virtual tools, prepare complete tax returns, and help grow the client base while ensuring IRS compliance. This role offers the support of a strong team and opportunities to develop credentials.

Qualifications

• Bachelor’s degree is required.
• CPA or EA certification is required or preferred.
• 5+ years of accounting, finance, bookkeeping or tax experience.
• Experience completing complex returns (individual, trust, partnership).
• 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
• Mentor and support teammates

Skills

Tax interviews

Virtual tools

Mentor teammates

Returns preparation

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 provide advanced tax training.

You will conduct tax interviews with clients face to face and via virtual tools, prepare complete tax returns, and help grow the client base while ensuring IRS compliance. This role offers the support of a strong team and opportunities to develop credentials.