Seasonal Tax Professional - Client Growth & Compliance

H&R Block, Inc.; Owosso (MI); On-site; USD 21,000 - 34,000; Full time

Job summary

H&R Block is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs and provide high-quality tax training. You’ll conduct tax interviews using in-person and virtual tools and prepare complete and accurate returns for individuals, trusts, and partnerships.

Ideal candidates hold a Bachelor’s in accounting or related field, with CPA or EA certification and 5+ years in accounting/tax. Franchise offices set hiring decisions.

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 (notice services and audit representation under Circular 230)
• Mentor and support teammates

Responsibilities

• Conduct tax interviews with clients face to face and through virtual tools
• Prepare complete and accurate tax returns for individuals and entities
• Generate business growth and increase client retention
• Provide clients with IRS support and audit representation where applicable
• Mentor and support teammates in tax processes

Skills

Client communication

Sales & marketing experience

Mentoring teammates

IRS/audit support knowledge

Education

Bachelor's degree in accounting or related field

CPA or Enrolled Agent certification

Job description

H&R Block is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs and provide high-quality tax training. You’ll conduct tax interviews using in-person and virtual tools and prepare complete and accurate returns for individuals, trusts, and partnerships.

Ideal candidates hold a Bachelor’s in accounting or related field, with CPA or EA certification and 5+ years in accounting/tax. Franchise offices set hiring decisions.