Seasonal Tax Pro: Complex Returns, Client Growth, Virtual Interviews

H&R Block, Inc.

Twin Lakes (WI)

Sur place

USD 52 000 - 75 000

Temps partiel

14 jours+

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Résumé du poste

H&R Block, Inc. is seeking a seasonal Tax Professional to interview clients, prepare accurate tax returns, and grow a loyal client base in Wisconsin. You’ll work with a team to deliver compliant tax services and offer additional products, while meeting IRS requirements.

This role emphasizes strong communication and virtual collaboration skills in a fast-paced environment. The position accepts experienced professionals with a background in accounting or tax, including CPA/EA credentials, and

Qualifications

  • 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
  • All certification levels can provide tax notice services
  • Circular 230 associates can provide audit representation
  • Mentor and support teammates

Responsabilités

  • 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 and increase client retention
  • Provide clients with IRS support

Connaissances

Accounting experience
Individual returns
Virtual interviews
Tax planning
Sales experience
Mentoring
Communication skills

Formation

Bachelor's degree in accounting or related field
CPA or Enrolled Agent certification
High school diploma or equivalent

Description du poste

H&R Block, Inc. is seeking a seasonal Tax Professional to interview clients, prepare accurate tax returns, and grow a loyal client base in Wisconsin. You’ll work with a team to deliver compliant tax services and offer additional products, while meeting IRS requirements.

This role emphasizes strong communication and virtual collaboration skills in a fast-paced environment. The position accepts experienced professionals with a background in accounting or tax, including CPA/EA credentials, and

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