Tax Professional - Franchise Location

H&R Block, Inc.; Catoosa (OK); Sur place; USD 25 000 - 41 000; Temps partiel

Résumé du poste

H&R Block seeks a seasonal, experienced Tax Professional to serve clients with diverse tax needs, supported by an expert team and advanced tax training.

You will conduct tax interviews, prepare complete and accurate returns, and help grow the business by retaining clients and offering additional services. Experience with virtual tools and IRS support is valued.

Qualifications

• Bachelor’s degree in accounting or related field required.
• CPA or Enrolled Agent certification preferred.
• Experience completing individual tax returns.
• Experience with virtual tax interviews (video/phone/chat).
• Experience in tax planning and audit support.
• Sales or marketing experience encouraged.

Responsabilités

• Conduct tax interviews with clients face to face and virtually.
• Prepare complete and accurate tax returns for clients.
• Generate business growth, increase client retention, and upsell services.
• Provide clients with IRS support and notices handling.

Connaissances

5+ years experience

Individual returns

Virtual tax interviews

Tax planning & audit support

Sales & marketing experience

Strong communication

Formation

Bachelor’s degree in accounting or related field

CPA or Enrolled Agent certification

High school diploma / equivalent or higher

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.

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.