Tax Professional - Franchise Location

H&R Block; Campbellsport (WI); On-site; USD 50,000 - 70,000; Full time

Job summary

A leading tax preparation service in Campbellsport is seeking a seasonal, experienced Tax Professional. You will serve clients with various tax needs and build lasting client relationships. The ideal candidate holds a Bachelor's in accounting and has over 5 years of related experience, along with CPA or Enrolled Agent certification. This role offers comprehensive training and support from an expert team.

Qualifications

• 5+ years of experience in accounting, finance, bookkeeping, or tax.
• Experience conducting virtual tax interviews and using virtual tools.
• Must complete continuing education requirement and meet all other IRS and state requirements.

Responsibilities

• Conduct tax interviews with clients face to face and through virtual tools.
• Prepare complete and accurate tax returns.
• Generate business growth and increase client retention.

Skills

Tax preparation

Client relationship building

Communication

Sales and marketing

Education

Bachelor’s degree in accounting or related field

High school diploma / equivalent or higher

Job description

Overview

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.

What you’ll do

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.

Responsibilities

• Conduct tax interviews with clients face to face and through virtual tools – video, phone, chat, or 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

Required qualifications and expertise

• 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 working 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

Information

• Seniority level: Not Applicable
• Employment type: Full-time
• Job function: Accounting/Auditing and Finance
• Industries: Retail