Senior Tax Advisor for Complex Returns & Client Growth

H&R Block, Inc.; Agoura Hills (CA); On-site; USD 29,000 - 69,000; Part time

Job summary

H&R Block is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs and contribute to a strong client relationship base. You will conduct interviews in person or via virtual channels, prepare complete tax returns, and help grow business through enhanced client service and product recommendations.

The role emphasizes delivering accurate tax support, leveraging the franchise network, and applying tax knowledge to everyday client scenarios in a fast-paced

Qualifications

• Interviews with clients in person or via virtual tools (video/phone/chat/email).
• Prepare complete and accurate tax returns for individuals, trusts, partnerships.
• Generate business growth and increase client retention; offer additional products/services.

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 and audit representation where applicable.
• Mentor and support teammates.

Skills

Client relations

Virtual tools

Communication

Mentoring teammates

Education

Bachelor's degree in accounting or related field

CPA or Enrolled Agent certification

Tools

H&R Block Tax Knowledge Assessment

Job description

H&R Block is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs and contribute to a strong client relationship base. You will conduct interviews in person or via virtual channels, prepare complete tax returns, and help grow business through enhanced client service and product recommendations.

The role emphasizes delivering accurate tax support, leveraging the franchise network, and applying tax knowledge to everyday client scenarios in a fast-paced