Seasonal Tax Pro: Virtual Client Advisor & Growth

H&R Block; Frankfort (IN); Vor Ort; USD 25.000 - 39.000; Teilzeit

Zusammenfassung

H&R Block is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs and provide expert training. You will conduct interviews, prepare returns, and help grow the business with additional products and services.

Franchise office details apply; state and federal requirements must be met. Candidates should have CPA or EA certification or be pursuing them, with 5+ years in accounting/tax and experience with virtual tax interviews.

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 - Circular 230 and audit representation

Aufgaben

• Interview clients to collect tax information and prepare returns
• Complete and file tax returns accurately and on time
• Identify opportunities to offer additional services and enhance client relationships
• Provide IRS support and guidance as needed

Kenntnisse

5+ years experience in accounting/tax

Virtual tax interviews

Tax planning and audit support

Sales/marketing experience

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 and provide expert training. You will conduct interviews, prepare returns, and help grow the business with additional products and services.

Franchise office details apply; state and federal requirements must be met. Candidates should have CPA or EA certification or be pursuing them, with 5+ years in accounting/tax and experience with virtual tax interviews.