Seasonal Tax Pro: Lead Virtual Client Interviews

H&R Block, Inc.; Cumming (GA); On-site; USD 21,000 - 34,000; Part 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 will interview clients, prepare returns, and help grow the practice while collaborating with a network of tax experts.

The role emphasizes delivering accurate tax services, leveraging virtual tools, and maintaining strong client relationships in a fast-paced environment.

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.

Responsibilities

• Mentor and support teammates.

Skills

Tax interview skills

Tax preparation

Client relationship management

Mentoring teammates

Virtual communication

Education

Bachelor’s degree in accounting or related field

High school diploma / equivalent or higher

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 will interview clients, prepare returns, and help grow the practice while collaborating with a network of tax experts.

The role emphasizes delivering accurate tax services, leveraging virtual tools, and maintaining strong client relationships in a fast-paced environment.