Senior Tax Professional - Client Growth & Virtual Support

H&R Block, Inc.; Conyngham Township (Columbia County); On-site; USD 28,000 - 55,000; Part time

Job summary

H&R Block is hiring a seasonal Tax Professional to serve clients with diverse tax needs, leveraging advanced training to ensure accuracy and compliance. You will interview clients virtually or in person, prepare returns, and help grow the business with exceptional service.

The role emphasizes client relationships, ongoing education, and IRS support, with a focus on delivering quality tax services during peak season and beyond.

Qualifications

• Conduct tax interviews with clients face to face and through virtual tools – video, phone, chat, email.
• Prepare complete and accurate tax returns for individuals, trusts and partnerships.
• Generate business growth, increase client retention, and offer additional products and services.
• Provide clients with IRS support, including notices and audit assistance.
• Mentor and support teammates.

Responsibilities

• Conduct tax interviews with clients face to face and through virtual tools.
• Prepare complete and accurate tax returns.
• Generate business growth and increase client retention.
• Provide clients with IRS support and audit representation where applicable.
• Mentor and support teammates.

Skills

Complex returns experience

Virtual tax interviews

Tax planning & audit support

Sales & marketing experience

Accounting/finance/tax experience

Mentor teammates

Education

Bachelor's degree in accounting

CPA or Enrolled Agent certification

Job description

H&R Block is hiring a seasonal Tax Professional to serve clients with diverse tax needs, leveraging advanced training to ensure accuracy and compliance. You will interview clients virtually or in person, prepare returns, and help grow the business with exceptional service.

The role emphasizes client relationships, ongoing education, and IRS support, with a focus on delivering quality tax services during peak season and beyond.