Seasonal Tax Pro: Expert Training & Client Impact

H&R Block; Altus (OK); On-site; USD 30,000 - 48,000; Part time

Job summary

H&R Block in Altus, OK is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs and to collaborate with a dedicated team providing advanced tax training.

You will conduct client interviews (in person and virtually), prepare complete and accurate tax returns, help grow the client base, offer additional services, and provide IRS support while mentoring fellow staff.

Qualifications

• Interview clients face to face and via virtual tools (video, phone, chat, email)
• Prepare complete and accurate tax returns
• Generate business growth, increase client retention, and cross-sell services
• Provide clients with IRS support (notice responses, audit support)
• Mentor and support teammates

Responsibilities

• Conduct tax interviews with clients in person and virtually
• Prepare complete and accurate individual tax returns
• Grow the client base and promote additional products/services
• Provide IRS support and notice services to clients
• Mentor and support teammates in a fast-paced environment

Skills

Client communication

Virtual tool proficiency

Mentoring teammates

Sales growth mindset

Education

Bachelor's degree in accounting

High school diploma or equivalent

Tools

Tax software

IRS notice tools

Job description

H&R Block in Altus, OK is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs and to collaborate with a dedicated team providing advanced tax training.

You will conduct client interviews (in person and virtually), prepare complete and accurate tax returns, help grow the client base, offer additional services, and provide IRS support while mentoring fellow staff.