Seasonal Tax Pro - Virtual Interviews & Client Growth

H&R Block; Ottumwa (IA); Vor Ort; USD 21.000 - 39.000; Teilzeit

Zusammenfassung

H&R Block is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs and provide advanced training support. You’ll build relationships and help clients make confident financial decisions.

You will conduct tax interviews, prepare complete tax returns, offer additional products/services, and assist clients with IRS inquiries, leveraging virtual tools in video, phone, or chat. Join a supportive team across a franchise network.

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.
• Mentor and support teammates.

Aufgaben

• Conduct tax interviews with clients; both in person and via video/phone/chat/email.
• Prepare tax returns and ensure accuracy.
• Support clients with IRS notices and audit representation where applicable.
• Mentor and support teammates.

Kenntnisse

Communication

Virtual tools

Sales experience

Ausbildung

Bachelor’s degree in accounting

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 advanced training support. You’ll build relationships and help clients make confident financial decisions.

You will conduct tax interviews, prepare complete tax returns, offer additional products/services, and assist clients with IRS inquiries, leveraging virtual tools in video, phone, or chat. Join a supportive team across a franchise network.