Tax Professional - Franchise Location

H&R Block; Altus (OK); Sur place; USD 30 000 - 48 000; Temps partiel

Résumé du poste

H&R Block in Altus, OK is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs and to collaborate with a dedicated team providing advanced tax training.

You will conduct client interviews (in person and virtually), prepare complete and accurate tax returns, help grow the client base, offer additional services, and provide IRS support while mentoring fellow staff.

Qualifications

• Interview clients face to face and via virtual tools (video, phone, chat, email)
• Prepare complete and accurate tax returns
• Generate business growth, increase client retention, and cross-sell services
• Provide clients with IRS support (notice responses, audit support)
• Mentor and support teammates

Responsabilités

• Conduct tax interviews with clients in person and virtually
• Prepare complete and accurate individual tax returns
• Grow the client base and promote additional products/services
• Provide IRS support and notice services to clients
• Mentor and support teammates in a fast-paced environment

Connaissances

Client communication

Virtual tool proficiency

Mentoring teammates

Sales growth mindset

Formation

Bachelor's degree in accounting

High school diploma or equivalent

Outils

Tax software

IRS notice tools

Description du poste

About The Role

As you inspire people to make confident, informed decisions about their lives, careers, and money, you’ll build client relationships that will grow stronger every year.

About The Role

As you inspire people to make confident, informed decisions about their lives, careers, and money, you’ll build client relationships that will grow stronger every year. Joining H&R Block1 as a seasonal, experienced Tax Professional means you’ll serve clients with diverse tax needs with the support of an expert team, dedicated to providing you with advanced tax training you’ll need to be successful.

Preferred Qualifications

• 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

1 - This office is an independently owned and operated franchise office operating under an agreement with H&R Block.

Franchisees make their own hiring decisions and any questions regarding employment at this office should be made directly to the franchisee.

2 - Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment.

Required Qualifications

• 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

Your Expertise

• Successful completion of the H&R Block Tax Knowledge Assessment2
• 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

Why work for us

The following information has been provided by the franchisee operating the franchise office that has posted this position and has not been endorsed or validated by H&R Block. All questions should be made directly to the franchisee.