Seasonal Tax Pro — Complex Returns & Client Growth

H&R Block, Inc.; Rocklin (CA); Vor Ort; USD 30.000 - 39.000; Teilzeit

Zusammenfassung

H&R Block, Inc. is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs, supported by an expert team and advanced training. You will contribute to building lasting client relationships and providing guided tax support throughout the season.

Responsibilities include conducting tax interviews, preparing complete tax returns, driving client growth, and mentoring teammates while ensuring compliance with IRS/state requirements.

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.
• Mentor and support teammates.

Kenntnisse

Client communication

Virtual tools experience

Mentor teammates

Sales/marketing experience

Ausbildung

Bachelor’s degree in accounting or related field

High school diploma / equivalent or higher

Jobbeschreibung

H&R Block, Inc. is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs, supported by an expert team and advanced training. You will contribute to building lasting client relationships and providing guided tax support throughout the season.

Responsibilities include conducting tax interviews, preparing complete tax returns, driving client growth, and mentoring teammates while ensuring compliance with IRS/state requirements.