Tax Professional - Franchise

Join to apply for the Tax Professional - Franchise Location role at H&R Block

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Join to apply for the Tax Professional - Franchise Location role at H&R Block

• Build client relationships that will grow stronger every year.
• Serve clients with diverse tax needs with the support of an expert team, dedicated to providing advanced tax training to be successful.
• Conduct tax interviews with clients face to face and through virtual tools - video, phone, chat, 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.

• 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.