Experienced Tax Professional — Virtual Client Advisory

H&R Block, Inc.; Conyers (GA); On-site; USD 28,000 - 48,000; Part time

Job summary

H&R Block is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs. You’ll work with an expert team and receive advanced tax training to help you succeed. This office operates as an independently owned franchise of H&R Block.

The role requires preparing tax returns, conducting interviews, and supporting clients through IRS processes, with opportunities to grow client relationships.

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 conducting virtual tax interviews.
• Experience with tax planning and audit support.
• Sales and/or marketing experience valuable.

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 (audit representation and notices).
• Mentor and support teammates.

Skills

Complex tax returns

Virtual tax interviews

Tax planning and audit support

Sales and/or marketing experience

Mentor teammates

Strong communication

Education

Bachelor’s degree in accounting or related field

CPA or Enrolled Agent certification

Job description

H&R Block is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs. You’ll work with an expert team and receive advanced tax training to help you succeed. This office operates as an independently owned franchise of H&R Block.

The role requires preparing tax returns, conducting interviews, and supporting clients through IRS processes, with opportunities to grow client relationships.