Seasonal Tax Pro: Virtual Interviews & Client Growth

H&R Block, Inc.; Mocksville (NC); Vor Ort; USD 42.000 - 64.000; Vollzeit

Zusammenfassung

H&R Block is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs. You will deliver high-quality tax preparation and support with guidance from an expert team.

Responsibilities include conducting client interviews (in-person and virtual), preparing complete returns, and offering additional products and IRS assistance as needed. Prior CPA/EA certification or pursuing is preferred; strong communication is essential.

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, with certification levels able to provide audit representation; Circular 230 applicability

Aufgaben

• Mentor and support teammates
• Provide clients with IRS support and audit representation as applicable

Kenntnisse

Tax preparation

Client communication

Virtual interview experience

Sales/marketing experience

Mentor 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. You will deliver high-quality tax preparation and support with guidance from an expert team.

Responsibilities include conducting client interviews (in-person and virtual), preparing complete returns, and offering additional products and IRS assistance as needed. Prior CPA/EA certification or pursuing is preferred; strong communication is essential.