Seasonal Tax Professional - Complex Returns & Client Growth

H&R Block, Inc.; Monroe (WI); Vor Ort; USD 25.000 - 33.000; Teilzeit

Zusammenfassung

H&R Block, Inc. in Wisconsin seeks a seasonal, experienced Tax Professional to help clients make confident financial decisions. You’ll conduct tax interviews, prepare returns, and collaborate with a team to deliver accurate results.

The role emphasizes client relationships, diverse tax needs, and opportunities for advanced training and IRS support expertise. Prior CPA/EA certification and degrees preferred; strong communication across channels.

Qualifikationen

• Bachelor’s degree in accounting or related field.
• CPA or Enrolled Agent certification.
• Experience completing complex returns (individual, trust, partnership).
• 5+ years of experience in accounting, finance, bookkeeping or tax.
• Experience conducting virtual tax interviews.
• Experience with tax planning and audit support.
• Sales and/or marketing experience.

Aufgaben

• 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

Kenntnisse

Tax knowledge

Virtual interviews

Client communication

Mentoring teammates

Ausbildung

Bachelor’s degree in accounting or related field

CPA or Enrolled Agent certification

Jobbeschreibung

H&R Block, Inc. in Wisconsin seeks a seasonal, experienced Tax Professional to help clients make confident financial decisions. You’ll conduct tax interviews, prepare returns, and collaborate with a team to deliver accurate results.

The role emphasizes client relationships, diverse tax needs, and opportunities for advanced training and IRS support expertise. Prior CPA/EA certification and degrees preferred; strong communication across channels.