Tax Professional: Virtual Interviews & Client Growth

H&R Block; Sparta (MI); On-site; USD 21,000 - 39,000; Part time

Job summary

H&R Block is seeking a seasonal Tax Professional to interview clients, prepare tax returns, and provide IRS support. The role emphasizes delivering accurate tax services and expanding client relationships both in person and via virtual channels.

Ideal candidates have a bachelor’s in accounting or related field and CPA/EA certification, with 5+ years in tax or related fields, and comfort using virtual interview tools to serve diverse client needs.

Qualifications

• Bachelor’s degree in accounting or related field required.
• CPA or Enrolled Agent certification preferred.
• Experience completing complex returns (individual, trust, partnership) preferred.
• 5+ years of experience in accounting, finance, bookkeeping or tax preferred.
• Experience conducting virtual tax interviews preferred.

Responsibilities

• Conduct tax interviews with clients face to face and through virtual tools.
• Prepare complete and accurate tax returns.
• Generate business growth, increase client retention, and offer additional products and services.
• Provide clients with IRS support.

Skills

Client interviews

Tax knowledge

Tax planning

Communication

Mentoring teammates

Virtual tools

Education

Bachelor’s degree in accounting or related field

CPA or Enrolled Agent certification

Tools

IRS e-file familiarity

Job description

H&R Block is seeking a seasonal Tax Professional to interview clients, prepare tax returns, and provide IRS support. The role emphasizes delivering accurate tax services and expanding client relationships both in person and via virtual channels.

Ideal candidates have a bachelor’s in accounting or related field and CPA/EA certification, with 5+ years in tax or related fields, and comfort using virtual interview tools to serve diverse client needs.