Seasonal Tax Pro - Build Trusted Client Relationships

H&R Block; California (MO); Presencial; USD 23 000 - 55 000; Tempo integral

Resumo da oferta

H&R Block is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs and to deliver expert tax training. You will conduct tax interviews via in-person and virtual tools, prepare returns, and help grow client relationships under an experienced team.

Franchisee offices set employment terms and may vary responsibilities. The role requires CPAs or Enrolled Agents, accounting/finance experience, and the ability to work in a fast-paced environment with virtual

Qualificações

• Bachelor’s degree in accounting or related field.
• CPA or Enrolled Agent certification.
• Experience completing complex returns (individual, trust, partnership).
• 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.

Responsabilidades

• 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.

Conhecimentos

Communication skills

Virtual tools usage

Customer service

Mentoring teammates

Formação académica

Bachelor’s degree in accounting or related field

CPA or Enrolled Agent certification

High school diploma / equivalent or higher

Descrição da oferta de emprego

H&R Block is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs and to deliver expert tax training. You will conduct tax interviews via in-person and virtual tools, prepare returns, and help grow client relationships under an experienced team.

Franchisee offices set employment terms and may vary responsibilities. The role requires CPAs or Enrolled Agents, accounting/finance experience, and the ability to work in a fast-paced environment with virtual