Senior Tax Pro - Virtual Interviews & Client Growth

H&R Block, Inc.; Leon (IA); On-site; USD 42,000 - 64,000; Full time

Job summary

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

You will conduct tax interviews, prepare complete returns, and help grow the business by increasing client retention and offering additional services. This role also emphasizes mentoring teammates and adapting to a fast-paced environment across in-person and virtual channels.

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 (including IRS notice services)
• Mentor and support teammates

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

Tax return preparation

Client communication

Mentoring teammates

Virtual tools proficiency

Sales/marketing experience

Education

Bachelor’s degree in accounting or related field

CPA or Enrolled Agent certification

High school diploma / equivalent

Job description

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

You will conduct tax interviews, prepare complete returns, and help grow the business by increasing client retention and offering additional services. This role also emphasizes mentoring teammates and adapting to a fast-paced environment across in-person and virtual channels.