Seasonal Tax Pro: Expert Returns & Client Growth

H&R Block, Inc.; Petersburg (IL); On-site; USD 25,000 - 41,000; Part time

Job summary

H&R Block, Inc. is seeking an experienced Tax Professional for seasonal relief to serve clients with diverse tax needs and to provide the advanced tax training needed for success.

As part of the team, you will conduct tax interviews with clients in person and virtually, prepare complete and accurate tax returns, and help generate business growth while mentoring teammates in a fast-paced environment.

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 (certification levels can provide tax notice services; Circular 230 associates can provide audit representation)
• Mentor and support teammates
• Experience completing individual returns
• Experience working in a fast-paced environment
• Comfort working with virtual tools - video, phone and chat
• Ability to effectively communicate in person, via phone and in writing
• Must complete continuing education requirement and meet all other IRS and applicable state requirements
• High school diploma / equivalent or higher

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

Sales and/or marketing experience

Experience working in a fast-paced env

Comfort with virtual tools

Effective communication

Mentor and support teammates

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, Inc. is seeking an experienced Tax Professional for seasonal relief to serve clients with diverse tax needs and to provide the advanced tax training needed for success.

As part of the team, you will conduct tax interviews with clients in person and virtually, prepare complete and accurate tax returns, and help generate business growth while mentoring teammates in a fast-paced environment.