Seasonal Tax Pro for Complex Returns & Client Advisory

H&R Block, Inc.; Waldron (AR); On-site; USD 32,000 - 46,000; Full time

Job summary

H&R Block, Inc. is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs. You will work with an expert team and receive advanced tax training to ensure success.

Responsibilities include conducting tax interviews, preparing returns, and helping grow the business by increasing client retention and offering additional products and services. Fast-paced environment and virtual tools are part of daily workflow.

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 (All certification levels can provide tax notice services; Circular 230 associates can provide audit representation)
• Mentor and support teammates
• Successful completion of the H&R Block Tax Knowledge Assessment2
• Experience in accounting, finance, bookkeeping or tax
• 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

Skills

Mentor and support teammates

Communication

Fast-paced environment

Virtual tools

Education

Bachelor's degree in accounting or related field

CPA or Enrolled Agent certification

Experience completing complex returns (individual, trust, partnership)

5+ years of experience in accounting, finance, bookkeeping or tax

Experience conducting virtual tax interviews

Experience with tax planning and audit support

Sales and/or marketing experience

Job description

H&R Block, Inc. is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs. You will work with an expert team and receive advanced tax training to ensure success.

Responsibilities include conducting tax interviews, preparing returns, and helping grow the business by increasing client retention and offering additional products and services. Fast-paced environment and virtual tools are part of daily workflow.