Tax Professional - Franchise Location
About The Position
As an experienced, seasonal Tax Professional at an independently owned and operated H&R Block franchise office, you will help clients make informed decisions about their lives, careers, and money while building lasting client relationships. You will serve clients with diverse tax needs, supported by an expert team and tax training. The role involves conducting client tax interviews in person and using virtual tools, preparing accurate tax returns, supporting clients with IRS matters, and contributing to business growth and client retention. All certification levels can provide tax notice services; Circular 230 associates can provide audit representation. You will also mentor and support teammates. The franchisee makes its own hiring decisions. Completion of the H&R Block Income Tax Course or Tax Knowledge Assessment does not guarantee employment.
Requirements
- Successfully complete the H&R Block Tax Knowledge Assessment.
- Have experience in accounting, finance, bookkeeping, or tax.
- Have experience completing individual returns.
- Have experience working in a fast-paced environment.
- Be comfortable working with virtual tools, including video, phone, and chat.
- Be able to communicate effectively 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; Circular 230 associates may provide audit representation.
- Mentor and support teammates.
- Complete continuing education requirements and meet applicable IRS and state requirements.
Benefits
- Paid training and ongoing learning.
- Tax preparation benefit for eligible associates, with no direct cost.
- Discounts on everyday items and services.
- Additional benefits may include paid sick leave and bonuses.
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What This Job Offers
Job Type
Part-time
Career Level
Mid Level
Education Level
High school or GED
