Senior Tax Pro: Client Growth & Virtual Interviews

H&R Block, Inc.; Town of Spooner (WI); On-site; USD 21,000 - 34,000; Full time

Job summary

H&R Block is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs. You’ll work with an expert team and receive advanced tax training to help clients make informed financial decisions.

In this role you will conduct tax interviews, prepare returns, and provide IRS support while mentoring teammates. The office notes franchisee-driven hiring and focus on client growth and retention.

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 and notices.
• Mentor and support teammates.

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

Tax interviews

Tax return prep

Client growth

IRS support

Mentoring

Education

Bachelor’s degree in accounting

CPA or Enrolled Agent

High school diploma / equivalent or higher

Tools

Video conferencing tools

Virtual interview platforms

Job description

H&R Block is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs. You’ll work with an expert team and receive advanced tax training to help clients make informed financial decisions.

In this role you will conduct tax interviews, prepare returns, and provide IRS support while mentoring teammates. The office notes franchisee-driven hiring and focus on client growth and retention.