Seasonal Tax Pro - Advanced Training & Client Growth

H&R Block; Creston (IA); On-site; USD 25,000 - 36,000; Full time

Job summary

H&R Block is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs, supported by an expert team and advanced tax training to help clients make informed decisions.

The role offers opportunities to interview clients face to face and virtually, prepare complete returns, grow the business and mentor teammates, within an independently owned franchise office.

Qualifications

• 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

Responsibilities

• Conduct tax interviews with clients via in-person and 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
• Mentor and support teammates

Skills

Complex returns experience

Virtual tax interviews

Tax planning and audit support

Sales and marketing experience

Effective 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, supported by an expert team and advanced tax training to help clients make informed decisions.

The role offers opportunities to interview clients face to face and virtually, prepare complete returns, grow the business and mentor teammates, within an independently owned franchise office.