Senior Tax Pro - Virtual Interviews & Client Growth

H&R Block, Inc.; Apex (NC); On-site; USD 25,000 - 39,000; Part time

Job summary

H&R Block, Inc. is seeking a seasonal Tax Professional to interview clients and prepare complex tax returns for individuals, trusts, and partnerships. You will deliver high-quality service with the support of experienced tax professionals and leverage virtual tools where appropriate.

The role requires a bachelor's degree in accounting or related field, and CPA or Enrolled Agent certification is preferred. Prior experience with tax planning and audit support will help you succeed in this

Qualifications

• Experience conducting tax interviews with clients in person or via virtual tools.
• Prepare complete and accurate tax returns for individuals, trusts, and partnerships.
• Provide clients with IRS support and audit defense as needed.
• Mentor and support teammates to ensure quality service.
• Experience with tax planning and cross-selling additional products.

Responsibilities

• Interview clients to gather tax information and provide explanations.
• Prepare and review individual, trust and partnership tax returns.
• Assist clients with IRS notices and compliance support.
• Grow client relationships and contribute to franchise office goals.

Skills

Tax interviews

Tax preparation

Client communication

Mentoring teammates

Sales and marketing experience

IRS/audit support knowledge

Education

Bachelor's degree in accounting or related field

CPA or Enrolled Agent certification

Job description

H&R Block, Inc. is seeking a seasonal Tax Professional to interview clients and prepare complex tax returns for individuals, trusts, and partnerships. You will deliver high-quality service with the support of experienced tax professionals and leverage virtual tools where appropriate.

The role requires a bachelor's degree in accounting or related field, and CPA or Enrolled Agent certification is preferred. Prior experience with tax planning and audit support will help you succeed in this