Seasonal Tax Pro — Build Client Relationships & Growth

H&R Block, Inc.

Athens (TN)

On-site

USD 28,000 - 39,000

Part time

2 days ago
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Job summary

H&R Block, Inc. is seeking a seasonal, experienced Tax Professional to help clients navigate complex returns with an expert team and advanced training.

You will conduct client tax interviews (in person or virtually), prepare complete returns for individuals, trusts and partnerships, and identify opportunities to grow the office's client base through service excellence and upselling tax-related products. The role requires a strong background in accounting or tax, CPA/EA credentials preferred, and

Qualifications

  • Bachelor’s degree in accounting or related field.
  • CPA or Enrolled Agent certification.
  • 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.

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 relationship building
Communication skills
Experience with virtual tools
Sales and marketing experience

Education

Bachelor's degree in accounting or related field
CPA or Enrolled Agent certification

Tools

Tax software knowledge

Job description

H&R Block, Inc. is seeking a seasonal, experienced Tax Professional to help clients navigate complex returns with an expert team and advanced training.

You will conduct client tax interviews (in person or virtually), prepare complete returns for individuals, trusts and partnerships, and identify opportunities to grow the office's client base through service excellence and upselling tax-related products. The role requires a strong background in accounting or tax, CPA/EA credentials preferred, and

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