Senior Tax Professional for Complex Returns & Client Growth

H&R Block, Inc.; Adairsville (GA); On-site; USD 21,000 - 34,000; Full time

Benefits offered by this job

Advanced tax training

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.

The role emphasizes conducting tax interviews, preparing returns, and driving client growth in a fast-paced office environment. Franchise offices may have different hiring decisions.

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 (Audit representation for Circular 230)

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

Complex returns experience

Virtual tax interviews

Sales experience

Communication skills

IRS/state knowledge

Education

Bachelor’s degree in accounting

CPA or Enrolled Agent certification

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.

The role emphasizes conducting tax interviews, preparing returns, and driving client growth in a fast-paced office environment. Franchise offices may have different hiring decisions.