Senior Tax Professional: Complex Returns & Client Growth

H&R Block, Inc.; New Bremen (OH); On-site; USD 25,000 - 39,000; Full time

Job summary

H&R Block, Inc. is seeking a seasonal, experienced Tax Professional to assist clients with diverse tax needs and to deliver advanced tax training.

You will interview clients in person or via virtual tools, prepare returns, and help grow the business through service excellence. Ideal candidates have a relevant accounting background, 5+ years experience in tax or related fields, and strong communication skills.

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
• Must complete continuing education requirement and meet IRS/state requirements

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

Client relationship building

Virtual interview experience

Communication skills

Education

Bachelor’s degree in accounting or related field

High school diploma / equivalent or higher

Tools

Video conferencing tools

Tax preparation software

Job description

H&R Block, Inc. is seeking a seasonal, experienced Tax Professional to assist clients with diverse tax needs and to deliver advanced tax training.

You will interview clients in person or via virtual tools, prepare returns, and help grow the business through service excellence. Ideal candidates have a relevant accounting background, 5+ years experience in tax or related fields, and strong communication skills.