Seasonal Tax Pro - Virtual Interviews & Expert Training

H&R Block; Waukon (IA); On-site; USD 40,000 - 60,000; Full time

Job summary

H&R Block seeks a seasonal, experienced Tax Professional to serve clients with diverse tax needs. You’ll receive advanced tax training and work with an expert team to ensure successful outcomes across the tax season.

The role involves conducting tax interviews, preparing returns, and supporting clients with IRS notices, while mentoring teammates and contributing to business growth and client retention.

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 (including audit notice services)
• Mentor and support teammates
• High school diploma / equivalent or higher

Responsibilities

• Conduct tax interviews with clients face to face and through virtual tools
• Prepare complete and accurate tax returns
• Generate business growth, increase client retention, and offer additional products and services
• Provide clients with IRS support

Skills

Tax interviews

Tax preparation

Client communication

Mentoring

Virtual tools

IRS support

Education

Bachelor’s degree in accounting or related field

CPA or Enrolled Agent certification

H&R Block Tax Knowledge Assessment

Job description

H&R Block seeks a seasonal, experienced Tax Professional to serve clients with diverse tax needs. You’ll receive advanced tax training and work with an expert team to ensure successful outcomes across the tax season.

The role involves conducting tax interviews, preparing returns, and supporting clients with IRS notices, while mentoring teammates and contributing to business growth and client retention.