Tax Professional - Franchise Location

H&R Block, Inc.; De Motte (IN); Sur place; USD 40 000 - 70 000; Plein temps

Résumé du poste

H&R Block, Inc. is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs. You’ll work with an expert team and receive advanced tax training to be successful.

The role focuses on interviewing clients, preparing returns, and offering additional products and services to grow the practice. You’ll operate in a fast-paced environment with emphasis on client service and IRS support.

Qualifications

• Bachelor’s degree in accounting or related field required.
• CPA or EA certification preferred.
• Experience handling complex returns and tax planning.
• Comfort with virtual tax interviews (video/phone/chat).
• Sales/marketing experience is a plus.

Responsabilités

• Conduct tax interviews with clients in person or via video, phone, or chat.
• Prepare complete and accurate individual, trust and partnership returns.
• Generate business growth, increase client retention, and upsell services.
• Provide clients with IRS support and notices as needed.
• Mentor and support teammates; stay compliant with CE requirements.

Connaissances

5+ years of experience in accounting,

Experience completing complex returns

Experience conducting virtual taxinter

Experience with tax planning and audit

Sales and/or marketing experience

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.