Seasonal Tax Pro: Advanced Training & Client Growth

H&R Block, Inc.; Cuthbert (GA); On-site; USD 36,000 - 56,000; Full time

Job summary

H&R Block seeks a seasonal, experienced Tax Professional to build relationships with clients while handling diverse tax needs with an expert team. You’ll receive advanced tax training to succeed and help clients make informed decisions about their lives and finances.

Requirements include CPA or EA certification, a Bachelor’s in accounting or related field, 5+ years in accounting/tax, and comfort using virtual tools for interviews.

Qualifications

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

5+ years experience

Virtual tax interviews

Tax planning support

Sales or marketing experience

Complex returns experience

Education

Bachelor’s degree in accounting or related field

CPA or Enrolled Agent certification

High school diploma / equivalent or higher

Job description

H&R Block seeks a seasonal, experienced Tax Professional to build relationships with clients while handling diverse tax needs with an expert team. You’ll receive advanced tax training to succeed and help clients make informed decisions about their lives and finances.

Requirements include CPA or EA certification, a Bachelor’s in accounting or related field, 5+ years in accounting/tax, and comfort using virtual tools for interviews.