Tax Professional: Virtual Interviews, Client Growth & Mentoring

H&R Block; Dillon (SC); On-site; USD 42,000 - 70,000; Part time

Job summary

H&R Block is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs. You will work with a dedicated team, receiving advanced tax training to succeed in a fast-paced environment.

This role focuses on conducting tax interviews, preparing accurate returns, and supporting clients through IRS notices, while driving growth and client retention for the franchise.

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

• Interview clients to collect tax data and assess tax needs
• Prepare and file complete tax returns accurately and timely
• Assist clients with tax planning and audit support
• Mentor and support teammates

Skills

Tax interviews

Tax return preparation

Client communication

Mentoring teammates

Education

Bachelor's degree in accounting

CPA/EA certification

Job description

H&R Block is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs. You will work with a dedicated team, receiving advanced tax training to succeed in a fast-paced environment.

This role focuses on conducting tax interviews, preparing accurate returns, and supporting clients through IRS notices, while driving growth and client retention for the franchise.