Seasonal Tax Pro - Expert Returns & Client Growth

H&R Block; Town of Medford (WI); Vor Ort; USD 28.000 - 41.000; Teilzeit

Zusammenfassung

H&R Block is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs. You’ll join a team that provides advanced tax training to help you succeed.

You will conduct interviews, prepare returns, and contribute to client growth while meeting IRS/state requirements. The role emphasizes strong communication and the ability to work in a fast-paced, supportive environment.

Qualifikationen

• Bachelor’s degree in accounting or related field required.
• CPA or Enrolled Agent certification preferred.
• Experience completing complex returns (individual, trust, partnership).
• 5+ years in accounting, finance, bookkeeping or tax.
• Experience conducting virtual tax interviews.
• Sales and/or marketing experience.

Aufgaben

• 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
• Experience with tax planning and audit support

Kenntnisse

Complex returns experience

Virtual tax interviews

Tax planning and audit support

Client relationship building

Sales experience

Ausbildung

Bachelor’s degree in accounting or related field

CPA or Enrolled Agent certification

Jobbeschreibung

H&R Block is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs. You’ll join a team that provides advanced tax training to help you succeed.

You will conduct interviews, prepare returns, and contribute to client growth while meeting IRS/state requirements. The role emphasizes strong communication and the ability to work in a fast-paced, supportive environment.