Senior Tax Pro: Virtual Interviews & Client Growth

H&R Block, Inc.; Honesdale (Wayne County); On-site; USD 42,000 - 60,000; Part time

Job summary

H&R Block is seeking a seasonal Tax Professional to serve clients with diverse tax needs and to participate in advanced tax training. The role involves conducting tax interviews, preparing accurate returns, and supporting clients through IRS issues, with opportunities to mentor teammates.

Applicants should have a Bachelor’s in accounting (or related field) and CPA/EA credentials or eligibility, plus experience with virtual interviews and complex returns.

Qualifications

• Bachelor’s degree in accounting or related field required.
• CPA or Enrolled Agent certification preferred.
• 5+ years of experience in accounting, finance, bookkeeping or tax.
• 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 (audit representation where applicable).
• Mentor and support teammates.

Skills

Tax interviews

Prepare tax returns

IRS support

Mentor teammates

Education

Bachelor's degree in accounting

CPA or Enrolled Agent certification

High school diploma or higher

Job description

H&R Block is seeking a seasonal Tax Professional to serve clients with diverse tax needs and to participate in advanced tax training. The role involves conducting tax interviews, preparing accurate returns, and supporting clients through IRS issues, with opportunities to mentor teammates.

Applicants should have a Bachelor’s in accounting (or related field) and CPA/EA credentials or eligibility, plus experience with virtual interviews and complex returns.