Tax Professional - Franchise Location

H&R Block, Inc.; Coos Bay (OR); On-site; USD 28,000 - 39,000; Part time

Job summary

H&R Block, Inc. seeks a seasonal tax professional to interview clients, prepare tax returns, and drive client growth using virtual tools and in-person services. You’ll work with an expert team and receive advanced tax training to support diverse client needs.

The role emphasizes delivering accurate tax solutions, maintaining client relationships, and adhering to IRS/state requirements during the busy season.

Qualifications

• Completion of the H&R Block Tax Knowledge Assessment is required.
• Experience handling complex tax scenarios and returns.
• Experience with individual tax returns and tax planning.

Responsibilities

• Conduct tax interviews with clients face-to-face and virtually.
• Prepare complete and accurate tax returns.
• Generate business growth and client retention; offer services.
• Provide clients IRS support and audit representation where applicable.
• Mentor and support teammates.

Skills

Completion of Tax Knowledge Assessment

Accounting experience

Finance experience

Bookkeeping experience

Experience with individual returns

Fast-paced environment

Virtual tools proficiency (video, chat

Effective communication (in person, by

Continuing education compliance

IRS/state requirements compliance

High school diploma or equivalent

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 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