Seasonal Tax Pro at Franchise Office (Virtual Interviews)

H&R Block, Inc.

San Leandro (CA)

Sur place

USD 23 000 - 32 000

Temps partiel

14 jours+

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Résumé du poste

H&R Block is seeking a seasonal Tax Professional to interview clients, prepare returns, and provide IRS support with an expert team. You’ll receive advanced tax training and work to grow client relationships throughout the season.

The role emphasizes handling individual, trust, and partnership scenarios, plus virtual interview capabilities and sales experience to enhance service and product adoption. This office operates under a local franchise agreement.

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 experience in accounting, finance, bookkeeping or tax.
  • Experience with virtual tax interviews and tax planning/audit support.

Responsabilités

  • Conduct tax interviews with clients face-to-face and via 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 for certification levels where applicable.
  • Mentor and support teammates.

Connaissances

Communication skills
Virtual interviews
Customer service
Sales experience
Mentoring teammates

Formation

Bachelor’s degree in accounting or related field
CPA or Enrolled Agent certification
Experience completing complex returns
5+ years in accounting, finance, bookkeeping or tax
Experience with audit support

Outils

—

Description du poste

H&R Block is seeking a seasonal Tax Professional to interview clients, prepare returns, and provide IRS support with an expert team. You’ll receive advanced tax training and work to grow client relationships throughout the season.

The role emphasizes handling individual, trust, and partnership scenarios, plus virtual interview capabilities and sales experience to enhance service and product adoption. This office operates under a local franchise agreement.

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