Virtual Tax Professional — Client Growth & Returns

H&R Block; Town of Berlin (WI); On-site; USD 45,000 - 70,000; Part time

Job summary

H&R Block in Wisconsin seeks an experienced Tax Professional for a seasonal role to serve clients with diverse tax needs. You will conduct interviews, prepare returns, and offer additional products and services with support from an expert team.

Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is not a guarantee of employment. This franchise office operates independently under H&R Block guidelines.

Qualifications

• Bachelor’s degree in accounting or related field.
• CPA or Enrolled Agent certification.
• 5+ years of experience in accounting, finance, bookkeeping or tax.
• Experience conducting virtual tax interviews.
• Experience with tax planning and audit support.
• Sales and/or marketing experience.
• Must complete continuing education and meet IRS/state requirements.
• High school diploma or equivalent or higher.

Responsibilities

• Conduct tax interviews with clients face to face and through virtual tools.
• Prepare complete and accurate tax returns.
• Generate business growth and increase client retention, and offer additional products/services.
• Provide clients with IRS support.
• Mentor and support teammates.

Skills

Virtual interviews

Tax planning

Audit support

Sales experience

Mentoring teammates

Education

Bachelor’s degree in accounting/related field

CPA or Enrolled Agent certification

Tools

Tax software (general)

Job description

H&R Block in Wisconsin seeks an experienced Tax Professional for a seasonal role to serve clients with diverse tax needs. You will conduct interviews, prepare returns, and offer additional products and services with support from an expert team.

Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is not a guarantee of employment. This franchise office operates independently under H&R Block guidelines.