Tax Professional - Franchise Location
About The Position
As a Tax Professional at an independently owned and operated H&R Block franchise office, you will help clients make confident, informed decisions about their lives, careers, and money while building lasting client relationships. This is a seasonal role for an experienced tax professional, with support from an expert team and access to advanced tax training. You will interview clients in person and through virtual tools, prepare accurate tax returns, support clients with IRS matters, and help grow the business and retain clients. You will also mentor and support teammates. All certification levels can provide tax notice services; associates with Circular 230 credentials can provide audit representation. The stated pay range is $17.00–$20.00 per hour. The office is independently owned and operated under an agreement with H&R Block, and the franchisee makes its own hiring decisions.
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; 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
