Seasonal Tax Pro - Expert Returns & Client Growth

H&R Block; Sumter (SC); On-site; USD 21,000 - 34,000; Part time

Job summary

H&R Block in Sumter, SC is seeking a seasonal, experienced Tax Professional to serve diverse client needs with accuracy and integrity. You will interview clients, gather information, and prepare complete tax returns with support from a team of tax experts.

Candidates should have completed the H&R Block Tax Knowledge Assessment or equivalent qualifications, strong communication skills, and the ability to work in a fast-paced environment, including virtual interviews.

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
• Mentor and support teammates

Responsibilities

• Interview clients to collect tax information and document details
• Prepare and review individual tax returns for accuracy
• Support clients with IRS notices and inquiries if needed

Skills

Tax interview skills

Client communication

Tax return preparation

Virtual interview proficiency

Mentoring teammates

Education

Bachelor’s degree in accounting or related field

High school diploma / equivalent or higher

Job description

H&R Block in Sumter, SC is seeking a seasonal, experienced Tax Professional to serve diverse client needs with accuracy and integrity. You will interview clients, gather information, and prepare complete tax returns with support from a team of tax experts.

Candidates should have completed the H&R Block Tax Knowledge Assessment or equivalent qualifications, strong communication skills, and the ability to work in a fast-paced environment, including virtual interviews.