Seasoned Tax Professional: Client Growth & Virtual Interviews

H&R Block; Columbus (KS); On-site; USD 25,000 - 39,000; Part time

Job summary

H&R Block is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs under the support of an expert team. You’ll conduct tax interviews and prepare complete returns, helping drive client growth and retention using in-person and virtual tools.

Join a franchise office that provides advanced tax training and ongoing IRS/compliance support to help you succeed in a fast-paced environment.

Qualifications

• Experience completing complex returns (individual, trust, partnership)
• Experience with tax planning and audit support
• Experience conducting virtual tax interviews
• Sales and/or marketing experience
• Must complete continuing education requirements and meet IRS/state requirements

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 relationships

Communication

Education

Bachelor’s degree in accounting/related field

CPA or Enrolled Agent certification

Tools

Virtual tools (video/chat)

Job description

H&R Block is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs under the support of an expert team. You’ll conduct tax interviews and prepare complete returns, helping drive client growth and retention using in-person and virtual tools.

Join a franchise office that provides advanced tax training and ongoing IRS/compliance support to help you succeed in a fast-paced environment.