Senior Tax Pro – Client Impact & Virtual Interviews

H&R Block, Inc.; Indiana (PA); On-site; USD 30,000 - 66,000; Full time

Job summary

H&R Block, Inc. is seeking a seasonal, experienced Tax Professional to help clients with diverse tax needs, backed by an expert team and comprehensive training.

You will conduct tax interviews using in-person and virtual tools, prepare complete returns, and work to grow your client base while offering additional products and services. The role emphasizes client service and IRS support, with CPA/EA or equivalent credentials preferred.

Qualifications

• Conduct tax interviews with clients face to face and through virtual tools
• Prepare complete and accurate tax returns
• Generate business growth, increase client retention, and offer additional products and services
• Provide clients with IRS support (including certain audit notices)

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 and increase client retention
• Provide clients with IRS support and tax notice services

Skills

Virtual interview experience

Tax planning

Client communication

Sales/marketing experience

Education

Bachelor's degree in accounting

CPA or EA certification

High school diploma or equivalent

Job description

H&R Block, Inc. is seeking a seasonal, experienced Tax Professional to help clients with diverse tax needs, backed by an expert team and comprehensive training.

You will conduct tax interviews using in-person and virtual tools, prepare complete returns, and work to grow your client base while offering additional products and services. The role emphasizes client service and IRS support, with CPA/EA or equivalent credentials preferred.