Seasonal Tax Pro: Expert Returns & Client Growth

H&R Block; Oakhurst (CA); In loco; USD 23.000 - 55.000; Part-time

Descrizione del lavoro

H&R Block is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs. You’ll build relationships with clients and grow their confidence each year with the support of an expert team and advanced tax training.

Preferred qualifications include a Bachelor's in accounting or related field, CPA or Enrolled Agent certification, and 5+ years of accounting, finance, or tax experience. Virtual tax interviews and tax planning experience are a plus.

Competenze

• Conduct tax interviews with clients face to face and through virtual tools.
• Prepare complete and accurate tax returns.
• Generate business growth, increase client retention and offer additional services.
• Provide clients with IRS support.

Mansioni

• 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; assist with notices and audits as needed.
• Mentor and support teammates.

Conoscenze

Virtual tax interviews

Tax planning & audit support

Client relationship building

Sales & marketing experience

Formazione

Bachelor’s degree in accounting or related field

CPA or Enrolled Agent certification

Descrizione del lavoro

H&R Block is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs. You’ll build relationships with clients and grow their confidence each year with the support of an expert team and advanced tax training.

Preferred qualifications include a Bachelor's in accounting or related field, CPA or Enrolled Agent certification, and 5+ years of accounting, finance, or tax experience. Virtual tax interviews and tax planning experience are a plus.