Tax Professional - Franchise Location

H&R Block, Inc.; Custer (SD); In loco; USD 40.000 - 65.000; Part-time

Descrizione del lavoro

H&R Block is seeking an experienced Tax Professional for the seasonal period to serve clients with diverse tax needs, backed by a team of tax experts. You will receive advanced training and become proficient in handling complex returns while building lasting client relationships.

This role emphasizes tax interviews, accurate returns, and opportunities to grow with a national brand while delivering exceptional service in a fast-paced environment.

Competenze

• Bachelor’s degree in accounting or related field is preferred.
• Experience completing complex returns (individual, trust, partnership) is expected.
• CPA or Enrolled Agent certification is desirable.
• Experience with virtual tax interviews and tax planning supports is advantageous.
• Strong client relationship skills and ability to generate business growth.

Mansioni

• Conduct tax interviews with clients face to face and through virtual tools.
• Prepare complete and accurate tax returns for diverse clients.
• Generate business growth, increase client retention, and offer additional products.
• Provide clients with IRS support and audit notice assistance as needed.

Conoscenze

Client communication

Tax interviews

Tax preparation

Virtual tools experience

Sales/marketing experience

Formazione

Bachelor’s degree in accounting or related field

Descrizione del lavoro

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.

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 - 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 Assessment2


• 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.