Tax Pro: Advanced Training & Virtual Client Interviews

H&R Block, Inc.; Jefferson City (TN); On-site; USD 28,000 - 39,000; Part time

Job summary

H&R Block, Inc. is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs and provide you with advanced tax training.

You’ll conduct tax interviews, prepare complete returns, and help clients with IRS notices and planning. The role emphasizes growing client relationships, delivering accurate services, and working with a supportive team in a fast-paced environment.

Qualifications

• Bachelor’s degree in accounting or related field
• CPA or Enrolled Agent certification
• Experience completing complex returns (individual, trust, partnership)
• 5+ years of experience in accounting, finance, bookkeeping or tax
• 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
• Mentor and support teammates

Skills

Complex returns experience

Virtual tax interviews

Client relationships

Mentoring teammates

Sales and/or marketing

IRS support familiarity

Education

Bachelor’s degree in accounting or related field

CPA or Enrolled Agent certification

Job description

H&R Block, Inc. is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs and provide you with advanced tax training.

You’ll conduct tax interviews, prepare complete returns, and help clients with IRS notices and planning. The role emphasizes growing client relationships, delivering accurate services, and working with a supportive team in a fast-paced environment.