Virtual Tax Pro: Complex Returns & Client Growth

H&R Block, Inc.; Elgin (OK); On-site; USD 42,000 - 68,000; Full time

Job summary

H&R Block, Inc. is seeking a seasonal Tax Professional to interview clients in person and via virtual tools, prepare accurate tax returns, and drive client growth. You’ll join a team that provides extensive tax training to help you succeed.

Required qualifications include a bachelor’s in accounting or related field, 5+ years in accounting/tax, and CPA/EA certification if possible. Strong communication and mentoring skills are valued.

Qualifications

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

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.

Skills

Client communication

Virtual interviews

Sales/marketing experience

Mentor teammates

Education

Bachelor’s degree in accounting or related field

CPA or Enrolled Agent certification

Tools

Video conferencing

Tax preparation software

Job description

H&R Block, Inc. is seeking a seasonal Tax Professional to interview clients in person and via virtual tools, prepare accurate tax returns, and drive client growth. You’ll join a team that provides extensive tax training to help you succeed.

Required qualifications include a bachelor’s in accounting or related field, 5+ years in accounting/tax, and CPA/EA certification if possible. Strong communication and mentoring skills are valued.