Job Summary
The Tax Consultant role involves delivering expert tax preparation services to clients through virtual platforms, helping them achieve their financial objectives and discover opportunities for tax savings. The position emphasizes adherence to IRS regulations and H&R Block standards, all while nurturing strong relationships with clients.
Responsibilities
- Provide tax preparation services to clients through virtual communication channels.
- Identify clients’ financial goals and explore potential tax savings opportunities.
- Ensure compliance with IRS regulations and H&R Block’s standards.
- Develop and maintain positive client relationships to enhance service experience.
Qualifications
- A minimum of three years of experience in tax preparation or review is required.
- Expertise in handling IRS transcripts and making appropriate amendments.
- A bachelor’s degree in accounting, finance, or a related field is preferred.
- Strong communication skills suitable for virtual interactions are essential.
