Tax Professional - Franchise

Overview

Be among the first 25 applicants. Join H&R Block as a seasonal, experienced Tax Professional to serve clients with diverse tax needs with the support of an expert team and advanced tax training.

• Inspire people to make confident, informed decisions about their lives, careers, and money, and build client relationships that grow stronger over time.
• Serve clients with diverse tax needs and participate in advanced tax training to ensure success.
• 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. (All certification levels can provide tax notice services; Circular 230 associates can provide audit representation.)
• 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 or equivalent requirement
• 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 IRS and applicable state requirements
• High school diploma / equivalent or higher

• Employment type:
  
  Full-time
• Job function:
  Accounting/Auditing and Finance
• Industries:
  Retail

Note:

This description preserves the essential responsibilities and qualifications for the Tax Professional role and excludes unrelated postings or boilerplate.