Seasonal Tax Pro: Drive Client Growth Virtually

H&R Block, Inc.; Lancaster (KY); On-site; USD 21,000 - 34,000; Part time

Job summary

H&R Block is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs. You’ll deliver advanced tax training and support from a team of experts, with emphasis on client relationships and growth opportunities.

The role involves conducting tax interviews, preparing returns, and providing IRS support, in a fast-paced environment. Training and certifications are emphasized within the franchise network.

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

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
• Mentor and support teammates

Skills

Client relationships

Virtual interviews

Communication skills

Mentoring teammates

Fast-paced environment

Written communication

Education

Bachelor's degree in accounting or related field

CPA or Enrolled Agent certification

High school diploma / equivalent or higher

Job description

H&R Block is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs. You’ll deliver advanced tax training and support from a team of experts, with emphasis on client relationships and growth opportunities.

The role involves conducting tax interviews, preparing returns, and providing IRS support, in a fast-paced environment. Training and certifications are emphasized within the franchise network.