Senior Tax Advisor (CPA/EA) — Complex Returns & Growth

H&R Block, Inc.; Town of Jackson (WI); On-site; USD 36,000 - 52,000; Part time

Job summary

H&R Block is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs and to support the team with advanced tax training.

You will conduct client tax interviews, prepare complete and accurate returns, and help grow the business by increasing client retention and offering additional products and services. Coaching teammates and providing IRS support are also part of the role.

Qualifications

• Must be able to conduct tax interviews with clients face to face and virtually.
• Prepare complete and accurate tax returns.
• Generate business growth, increase client retention, and offer additional products/services.

Responsibilities

• Conduct tax interviews with clients – in person and via video, phone, chat, or email.
• Prepare complete and accurate tax returns.
• Grow the business by increasing client retention and offering additional products/services.
• Provide clients with IRS support and audit representation as applicable.
• Mentor and support teammates.

Skills

Client communication

Mentorship

Sales experience

Fast-paced work

Virtual tools

Education

Bachelor's in accounting

CPA/EA

Job description

H&R Block is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs and to support the team with advanced tax training.

You will conduct client tax interviews, prepare complete and accurate returns, and help grow the business by increasing client retention and offering additional products and services. Coaching teammates and providing IRS support are also part of the role.