Virtual Tax Pro & Client Advisory

H&R Block; Manning (SC); Presencial; USD 45.000 - 65.000; A tiempo parcial

Descripción de la vacante

H&R Block in Manning, SC is seeking an experienced Tax Professional for a seasonal role to serve clients with diverse tax needs. You will conduct interviews, prepare returns, and advise on tax planning, leveraging advanced training and expert support from the team.

You’ll work to grow client relationships, deliver quality service, and participate in ongoing tax training to stay compliant with IRS requirements.

Formación

• 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

Responsabilidades

• Conduct tax interviews with clients face to face and through virtual tools – video, phone, chat, email
• Prepare complete and accurate tax returns
• Generate client growth and retention
• Provide IRS support to clients

Conocimientos

Tax interviews

Tax preparation

Client relationship

Mentoring teammates

Virtual tax interviews

Educación

Bachelor’s degree in accounting or related field

CPA or Enrolled Agent certification

Experience with complex returns (individual, trust, partnership)

5+ years in accounting, finance, bookkeeping or tax

Experience with virtual tax interviews

Sales and/or marketing experience

Descripción del empleo

H&R Block in Manning, SC is seeking an experienced Tax Professional for a seasonal role to serve clients with diverse tax needs. You will conduct interviews, prepare returns, and advise on tax planning, leveraging advanced training and expert support from the team.

You’ll work to grow client relationships, deliver quality service, and participate in ongoing tax training to stay compliant with IRS requirements.