Tax Professional - Franchise Location
About The Position
As you inspire people to make confident, informed decisions about their lives, careers, and money, you’ll build client relationships that will grow stronger every year. Joining H&R Block as a seasonal, experienced Tax Professional means you’ll serve clients with diverse tax needs with the support of an expert team, dedicated to providing you with advanced tax training you’ll need to be successful. This office is an independently owned and operated franchise office operating under an agreement with H&R Block. Franchisees make their own hiring decisions; questions regarding employment at this office should be directed to the franchisee. The role involves conducting client tax interviews, preparing returns, supporting clients with IRS matters, helping grow the business and retain clients, and mentoring teammates. Associates must meet continuing education requirements and all other IRS and applicable state requirements. Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment.
Requirements
- Successful completion of the H&R Block Tax Knowledge Assessment.
- Experience in accounting, finance, bookkeeping, or tax.
- Experience completing individual returns.
- Experience working in a fast-paced environment.
- Comfort working with virtual tools, including video, phone, and chat.
- Ability to communicate effectively in person, by phone, and in writing.
- Must complete continuing education requirements and meet all other IRS and applicable state requirements.
- High school diploma, equivalent, or higher.
Nice To Haves
- Bachelor’s degree in accounting or a related field.
- CPA or Enrolled Agent certification.
- Experience completing complex returns, including individual, trust, and partnership returns.
- 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.
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; Circular 230 associates may provide audit representation.
- Mentor and support teammates.
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What This Job Offers
Career Level
Mid Level
Education Level
High school or GED
