Tax Professional - Franchise

Join to apply for the Tax Professional - Franchise Location role at H&R Block
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• Build client relationships that strengthen year over year.
• Serve seasonal clients with diverse tax needs.
• Conduct in-person and virtual tax interviews via 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.
• Mentor and support teammates.

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

• Conduct tax interviews with clients face to face and through virtual tools.
• Prepare complete and accurate tax returns.
• Generate business growth, increase client retention, and offer additional products and services.
• Provide clients with IRS support.
  • All certification levels can provide tax notice services.
  • Circular 230 associates can provide audit representation.
• Mentor and support teammates.

• 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—video, phone, and chat.
• Ability to effectively communicate in person, via phone, and in writing.
• Must complete continuing education requirement and meet all other IRS and applicable state requirements.
• High school diploma / equivalent or higher.

• Not Applicable

• Full-time

• Accounting/Auditing and Finance

• Retail