Tax Professional - Franchise Location

H&R Block • Athens, TX

10h

About The Position

As a seasonal, experienced Tax Professional at an independently owned and operated H&R Block franchise office, you’ll help people make confident, informed decisions about their lives, careers, and money while building client relationships. You’ll serve clients with diverse tax needs, supported by an expert team and advanced tax training.

The role involves interviewing clients in person and through virtual tools, preparing accurate tax returns, supporting clients with IRS matters, and contributing to business growth and client retention. Tax notice services are available at all certification levels; Circular 230 associates may provide audit representation. You’ll also mentor and support teammates.

Requirements

• Successful completion of the H&R Block Tax Knowledge Assessment.
• Experience in accounting, finance, bookkeeping, or tax.
• Experience completing individual tax 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 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, available to all certification levels.
• Provide audit representation if qualified as a Circular 230 associate.
• Mentor and support teammates.

What This Job Offers

• Career Level: Mid Level
• Education Level: High school or GED