Tax Professional - Franchise Location

H&R Block, Inc.; Boonsboro (MD); Vor Ort; USD 21.000 - 30.000; Teilzeit

Zusammenfassung

H&R Block, Inc. is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs. You’ll receive advanced tax training and join an expert team focused on delivering confident, informed guidance.

The role emphasizes conducting interviews (in-person and virtual), preparing accurate returns, and expanding client relationships. A strong background in accounting/tax and CPA/EA credentials are preferred.

Qualifikationen

• 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; notice services and audit representation per certification level.
• Mentor and support teammates.
• Experience with accounting, finance, bookkeeping or tax is required.
• Experience completing individual returns and working in a fast-paced environment.

Aufgaben

• 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 and audit representation where applicable.
• Mentor and support teammates.

Kenntnisse

Virtual tools proficiency

Effective communication

Thrives in fast-paced environments

Ausbildung

Bachelor's degree in accounting or related field

Jobbeschreibung

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 1 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.

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 Assessment 2
• 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

Pay Range

$15.00 - $22.00/Hr.