Tax Professional - Franchise Location

H&R Block • New Carlisle, IN

11h

About The Position

As a Tax Professional at an independently owned H&R Block franchise office, you will help clients make confident, informed decisions about their lives, careers, and money while building client relationships. This seasonal role serves clients with diverse tax needs and provides access to an expert team and advanced tax training.

The position involves conducting client tax interviews in person and through virtual tools, preparing accurate tax returns, supporting clients with IRS matters, and helping grow the business and retain clients. Depending on certification, associates can provide tax notice services, and Circular 230 associates can provide audit representation. You will also mentor and support teammates. Employment decisions are made by the franchisee, not H&R Block.

Requirements

• Successfully complete the H&R Block Tax Knowledge Assessment.
• Have experience in accounting, finance, bookkeeping, or tax.
• Have experience completing individual tax returns.
• Have experience working in a fast-paced environment.
• Be comfortable working with virtual tools, including video, phone, and chat.
• Effectively communicate in person, by phone, and in writing.
• Complete continuing education requirements and meet all other IRS and applicable state requirements.
• Have a high school diploma or equivalent, or higher.

Nice To Haves

• Bachelor’s degree in accounting or a related field.
• CPA or Enrolled Agent certification.
• Experience completing complex individual, trust, or partnership returns.
• Five or more 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.

Responsibilities

• Conduct tax interviews with clients face to face and through virtual tools, including video, phone, chat, and email.
• Prepare complete and accurate tax returns.
• Generate business growth, increase client retention, and offer additional products and services.
• Provide clients with IRS support.
• Provide tax notice services, as permitted by certification level.
• Provide audit representation if qualified as a Circular 230 associate.
• Mentor and support teammates.

What This Job Offers

• Education Level: High school or GED