Seasonal Tax Pro: Expert Returns & Virtual Client Care

H&R Block, Inc.; Phoenixville (Chester County); On-site; USD 40,000 - 60,000; Full time

Job summary

H&R Block, Inc. is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs and provide advanced tax training. You’ll interview clients, prepare returns, and support audit and IRS processes.

You will work with a team dedicated to helping clients make confident financial decisions, using virtual tools and modern tax software to deliver accurate results in a fast-paced environment.

Qualifications

• Proven ability to conduct tax interviews with clients face to face or virtually
• Prepare complete and accurate tax returns for individuals, trusts and partnerships
• Generate business growth, increase client retention, and upsell additional services
• Provide clients with IRS support and audit representation as needed
• Mentor teammates and contribute to a high-performing team environment

Responsibilities

• Conduct tax interviews with clients using in-person or virtual channels
• Prepare and review accurate tax returns for various filing needs
• Identify opportunities to grow the business and boost client loyalty
• Provide IRS support and assistance across certification levels
• Mentor teammates and support franchise office objectives

Skills

Tax prep

Client interviews

Virtual tools

Mentoring

Sales growth

Education

Bachelor's degree in accounting

CPA or Enrolled Agent certification

Tools

Tax software

Job description

H&R Block, Inc. is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs and provide advanced tax training. You’ll interview clients, prepare returns, and support audit and IRS processes.

You will work with a team dedicated to helping clients make confident financial decisions, using virtual tools and modern tax software to deliver accurate results in a fast-paced environment.