Tax Interview Pro & Client Growth Coach

H&R Block, Inc.; Newton (NJ); On-site; USD 21,931 - 110,208; Full time

Job summary

H&R Block, Inc. is hiring to conduct tax interviews, retain clients, and offer additional products and services. You will support business growth through B2B activities and attend audits as needed while continuing to develop tax expertise and mentoring teammates.

Ideal candidates will have experience completing individual returns, tax planning knowledge, and strong written and in-person communication skills. Training will be provided to acquire additional experience.

Qualifications

• High School Diploma or equivalent.
• Experience completing individual returns.
• Tax planning and audit support.
• Ability to effectively communicate in person and in writing.
• Successful completion of the H&R Block Tax Knowledge Assessment or Income Tax Course.
• Additional experience for this position is acquired through training upon hiring.

Responsibilities

• Conduct tax interviews with clients
• Increase retention of all clients
• Offer additional products and services
• Generate business growth by supporting business to business sales activities
• Provide IRS audit support & attend audits as needed
• Further develop tax expertise
• Mentor and support teammates

Skills

Communication in person and in writing

Tax knowledge

Tax planning

Audit support

Education

High School Diploma or equivalent

Job description

H&R Block, Inc. is hiring to conduct tax interviews, retain clients, and offer additional products and services. You will support business growth through B2B activities and attend audits as needed while continuing to develop tax expertise and mentoring teammates.

Ideal candidates will have experience completing individual returns, tax planning knowledge, and strong written and in-person communication skills. Training will be provided to acquire additional experience.