Tax Professional - Franchise Location

H&R Block, Inc.; Churubusco (IN); On-site; USD 28,000 - 39,000; Part time

Job summary

H&R Block, Inc. seeks an experienced Tax Professional for a seasonal, part-time role in Indiana. You will interview clients, prepare returns, and support diverse tax needs with a team of experts.

This position emphasizes client service, ongoing training, and the opportunity to grow within a major tax services firm. The ideal candidate will have a Bachelor's in accounting or related field, plus CPA or EA certification, and 5+ years in accounting or tax.

Qualifications

• Proven ability to conduct tax interviews with clients in person or virtually
• Prepare accurate tax returns for individuals, trusts, and partnerships
• Generate business growth via client retention and cross-selling
• Meet IRS/state requirements and maintain continuing education

Responsibilities

• Interview clients to collect tax information using video, phone, chat, or email
• Prepare complete and accurate tax returns for various entities
• Provide IRS support and audit representation where applicable
• Mentor and support teammates in a fast-paced environment

Skills

Tax interviews

Client relationships

Mentoring teammates

Sales & marketing experience

Strong communication

Education

Bachelor's in accounting

CPA or Enrolled Agent

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 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 - 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 environmentComfort 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