Senior Tax Professional: Client Growth & Advisory

H&R Block; Cartersville (GA); On-site; USD 38,000 - 52,000; Part time

Job summary

H&R Block is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs. You’ll conduct interviews, prepare returns, and collaborate with a team that provides advanced tax training.

This role focuses on building client relationships, generating growth, and offering additional products and services, under the support of expert staff. Franchise office guidelines apply and IRS/state requirements must be met.

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

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

Skills

Tax knowledge & interviews

Virtual tax interviews

Client relationship building

Sales and marketing experience

Experience with complex returns

5+ years accounting/tax experience

Education

Bachelor’s degree in accounting or related field

Job description

H&R Block is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs. You’ll conduct interviews, prepare returns, and collaborate with a team that provides advanced tax training.

This role focuses on building client relationships, generating growth, and offering additional products and services, under the support of expert staff. Franchise office guidelines apply and IRS/state requirements must be met.