Seasonal Tax Pro: Virtual Interviews & Advanced Training

H&R Block; Windham (CT); On-site; USD 42,000 - 65,000; Full time

Job summary

H&R Block is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs with expert team support. You’ll receive advanced tax training to succeed and help clients make informed financial decisions.

Responsibilities include conducting tax interviews (in person and virtually), preparing complete tax returns, and advising on tax planning, with opportunities to grow client relationships and cross-sell services within 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
• Mentor and support teammates

Responsibilities

• 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

Skills

Tax knowledge

Communication

Mentoring teammates

Client relationships

Education

Bachelor’s degree in accounting

CPA or Enrolled Agent certification

Job description

H&R Block is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs with expert team support. You’ll receive advanced tax training to succeed and help clients make informed financial decisions.

Responsibilities include conducting tax interviews (in person and virtually), preparing complete tax returns, and advising on tax planning, with opportunities to grow client relationships and cross-sell services within a fast-paced environment.