Seasonal Tax Pro: Complex Returns & Client Growth

H&R Block, Inc.; North Windham (CT); Vor Ort; USD 28.000 - 41.000; Teilzeit

Zusammenfassung

H&R Block is seeking a seasonal Tax Professional to serve clients with diverse tax needs and receive advanced tax training from an expert team. You will conduct tax interviews via in-person and virtual tools, prepare complete tax returns, and contribute to client growth and retention while supporting IRS-related services.

Qualifications include a Bachelor's in accounting or related field, CPA/EA certification, and 5+ years in accounting, finance, or tax.

Qualifikationen

• 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.

Aufgaben

• 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 (including notice services for all certification levels and audit representation for Circular 230).
• Mentor and support teammates.

Kenntnisse

Accounting/Finance experience

Tax interviews (virtual)

Tax preparation

Client development

Mentoring teammates

IRS notice support

Ausbildung

Bachelor's degree in accounting

CPA or Enrolled Agent

High school diploma or higher

Jobbeschreibung

H&R Block is seeking a seasonal Tax Professional to serve clients with diverse tax needs and receive advanced tax training from an expert team. You will conduct tax interviews via in-person and virtual tools, prepare complete tax returns, and contribute to client growth and retention while supporting IRS-related services.

Qualifications include a Bachelor's in accounting or related field, CPA/EA certification, and 5+ years in accounting, finance, or tax.