Senior Tax Advisor — Virtual Client Support

H&R Block; Inman (SC); On-site; USD 28,000 - 41,000; Full time

Job summary

H&R Block in Inman, South Carolina is seeking a seasonal, experienced Tax Professional to assist clients with diverse tax needs. You’ll learn advanced tax training and work with an expert team, while delivering accurate returns and friendly service.

Responsibilities include conducting tax interviews, preparing returns, and supporting client growth and retention. Prior CPA/EA certification or progress toward is preferred; high school diploma or equivalent required.

Qualifications

• 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
• Experience in accounting, finance, bookkeeping or tax

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
• Mentor and support teammates

Skills

Client service

Communication

Mentoring teammates

Sales experience

Virtual interview experience

Education

Bachelor’s degree in accounting or related field

CPA or Enrolled Agent certification

Job description

H&R Block in Inman, South Carolina is seeking a seasonal, experienced Tax Professional to assist clients with diverse tax needs. You’ll learn advanced tax training and work with an expert team, while delivering accurate returns and friendly service.

Responsibilities include conducting tax interviews, preparing returns, and supporting client growth and retention. Prior CPA/EA certification or progress toward is preferred; high school diploma or equivalent required.