Seasonal Tax Professional — Virtual Interviews & Growth

H&R Block, Inc.

Lake Isabella (CA)

On-site

USD 23,000 - 34,000

Part time

4 days ago
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Job summary

H&R Block is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs. You will work with an expert team and receive advanced tax training to build client relationships that grow stronger each year.

You will conduct tax interviews, prepare complete tax returns, and generate business growth while supporting clients with IRS matters. A CPA/EA or eligibility, plus 5+ years in accounting or tax, is preferred.

Qualifications

  • Demonstrated ability to conduct tax interviews with clients in person or via virtual tools (video, phone, chat, email).
  • Prepare complete and accurate federal and state tax returns.
  • Identify opportunities to grow clients and retain relationships; offer additional products and services.
  • Support clients with IRS notices and audit processes as needed; provide guidance within scope of certification.

Responsibilities

  • 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 and audit representation where applicable
  • Mentor and support teammates in tax process and client service

Skills

Virtual tax interviews
Client interviews
Communication skills
Mentoring teammates

Education

Bachelor’s degree in accounting
CPA or Enrolled Agent

Tools

Tax Knowledge Assessment

Job description

H&R Block is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs. You will work with an expert team and receive advanced tax training to build client relationships that grow stronger each year.

You will conduct tax interviews, prepare complete tax returns, and generate business growth while supporting clients with IRS matters. A CPA/EA or eligibility, plus 5+ years in accounting or tax, is preferred.

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