Seasonal Tax Pro — Virtual Interviews & Client Growth

H&R Block, Inc.; City of Dunkirk (NY); Sur place; USD 23 000 - 29 000; Temps partiel

Résumé du poste

H&R Block is seeking a seasonal, experienced Tax Professional in the United States, New York area to serve clients with diverse tax needs. You’ll work with an expert team and receive advanced tax training to help clients file accurate returns.

This role requires CPA/EA certification or progress, Bachelor’s in accounting, and ability to conduct in-person and virtual interviews. You’ll mentor teammates and help grow the client base while meeting IRS and state requirements.

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
• Must complete continuing education requirement and meet all other IRS and applicable state requirements

Responsabilités

• 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

Connaissances

Client communication

Tax interviews

Tax return preparation

Virtual tools usage

Tax planning

Formation

Bachelor’s degree in accounting or related field

CPA or Enrolled Agent certification

Description du poste

H&R Block is seeking a seasonal, experienced Tax Professional in the United States, New York area to serve clients with diverse tax needs. You’ll work with an expert team and receive advanced tax training to help clients file accurate returns.

This role requires CPA/EA certification or progress, Bachelor’s in accounting, and ability to conduct in-person and virtual interviews. You’ll mentor teammates and help grow the client base while meeting IRS and state requirements.