Seasonal Tax Pro: Lead Client Advisory & Growth

H&R Block; Richlands (NC); 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, supported by an expert team and advanced tax training.

Responsibilities include conducting tax interviews (in person or virtually), preparing complete tax returns, and helping grow the business by increasing client retention and offering additional products and services. A CPA or Enrolled Agent certification is preferred, as is prior experience with complex returns.

Qualifikationen

• 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

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

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, supported by an expert team and advanced tax training.

Responsibilities include conducting tax interviews (in person or virtually), preparing complete tax returns, and helping grow the business by increasing client retention and offering additional products and services. A CPA or Enrolled Agent certification is preferred, as is prior experience with complex returns.