Tax Professional - Franchise Location

H&R Block, Inc.; Apex (NC); On-site; USD 25,000 - 39,000; Part time

Job summary

H&R Block, Inc. is seeking a seasonal Tax Professional to interview clients and prepare complex tax returns for individuals, trusts, and partnerships. You will deliver high-quality service with the support of experienced tax professionals and leverage virtual tools where appropriate.

The role requires a bachelor's degree in accounting or related field, and CPA or Enrolled Agent certification is preferred. Prior experience with tax planning and audit support will help you succeed in this

Qualifications

• Experience conducting tax interviews with clients in person or via virtual tools.
• Prepare complete and accurate tax returns for individuals, trusts, and partnerships.
• Provide clients with IRS support and audit defense as needed.
• Mentor and support teammates to ensure quality service.
• Experience with tax planning and cross-selling additional products.

Responsibilities

• Interview clients to gather tax information and provide explanations.
• Prepare and review individual, trust and partnership tax returns.
• Assist clients with IRS notices and compliance support.
• Grow client relationships and contribute to franchise office goals.

Skills

Tax interviews

Tax preparation

Client communication

Mentoring teammates

Sales and marketing experience

IRS/audit support knowledge

Education

Bachelor's degree in accounting or related field

CPA or Enrolled Agent certification

Job description

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 Block 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 - Enrollmentinor 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 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

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.