Tax Professional: Virtual Interviews & Client Growth

H&R Block; Chatsworth (GA); On-site; USD 40,000 - 66,000; Part time

Job summary

H&R Block in the United States is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs, with the support of an expert team and advanced tax training to help you succeed.

This role involves conducting tax interviews, preparing returns, and growing the business while mentoring teammates in a fast-paced environment that leverages virtual tools for client interactions.

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

Tax interviews

Client communication

Mentoring teammates

Virtual tools usage

Education

Bachelor’s degree in accounting

CPA or Enrolled Agent

Job description

H&R Block in the United States is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs, with the support of an expert team and advanced tax training to help you succeed.

This role involves conducting tax interviews, preparing returns, and growing the business while mentoring teammates in a fast-paced environment that leverages virtual tools for client interactions.