Senior Tax Pro: Complex Returns & Client Growth

H&R Block; Washington (IA); On-site; USD 55,000 - 75,000; Full time

Job summary

H&R Block is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs. You will conduct interviews, prepare returns, and provide IRS support, backed by an expert team and advanced tax training.

The role emphasizes client growth, retention, and offering additional services, with opportunities to mentor teammates and work in a fast-paced environment. Strong communication skills and continuing education are required.

Qualifications

• Completion of the H&R Block Tax Knowledge Assessment
• Experience in accounting, finance, bookkeeping or tax
• Experience completing individual returns
• Experience working in a fast-paced environment
• Comfort with virtual tools – video, phone and chat
• Ability to communicate effectively in person, by phone and in writing
• Must complete continuing education requirements and meet IRS/state requirements
• Franchise office may set local requirements

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
• Assist with tax notices and audits where applicable

Skills

Tax knowledge

Accounting experience

Individual returns

Virtual tools

Communication skills

Education

Bachelor’s degree in accounting or related field

CPA or Enrolled Agent certification

High school diploma or equivalent

Job description

H&R Block is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs. You will conduct interviews, prepare returns, and provide IRS support, backed by an expert team and advanced tax training.

The role emphasizes client growth, retention, and offering additional services, with opportunities to mentor teammates and work in a fast-paced environment. Strong communication skills and continuing education are required.