Senior Tax Professional - Client Advisory & Growth

H&R Block; Jackson (MO); 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’ll work with a team that provides advanced tax training to succeed in a fast-paced environment and build strong client relationships.

The role requires completing the H&R Block Tax Knowledge Assessment, plus CPA/EA credentials and several years of tax experience. This franchise-office opportunity emphasizes mentorship and growth.

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
• All certification levels can provide tax notice services
• Circular 230 associates can provide audit representation
• Mentor and support teammates

Responsibilities

• Meet with clients to gather tax information and conduct interviews.
• Prepare tax returns for individuals, trusts, and partnerships.
• Provide IRS support and audit representation where applicable.
• Mentor and support teammates.
• Drive client growth and retention.

Education

Bachelor's degree in accounting

CPA or Enrolled Agent

Tools

Virtual tax interviews

Job description

H&R Block is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs. You’ll work with a team that provides advanced tax training to succeed in a fast-paced environment and build strong client relationships.

The role requires completing the H&R Block Tax Knowledge Assessment, plus CPA/EA credentials and several years of tax experience. This franchise-office opportunity emphasizes mentorship and growth.