Tax Professional - Franchise Location

H&R Block, Inc.; Georgetown (SC); Hybrid; USD 19,000 - 30,000; Full time

Job summary

H&R Block, Inc. is seeking an experienced Tax Professional to conduct client interviews, prepare returns, and support tax planning efforts in a fast-paced seasonal setting.

You’ll work with a team to grow client relationships, deliver quality service, and provide IRS support where needed. The role emphasizes technical accuracy and client-focused guidance.

Qualifications

• Bachelor’s degree in accounting or related field required.
• CPA or Enrolled Agent certification preferred.
• Five+ years experience in accounting, finance, bookkeeping or tax.
• Experience with virtual tax interviews and diverse client needs.
• Experience with tax planning and audit support.
• Sales and/or marketing experience advantageous.

Responsibilities

• Conduct tax interviews with clients face-to-face or via virtual tools.
• Prepare complete and accurate tax returns for individuals, trusts and partnerships.
• Generate business growth, increase client retention, and offer additional services.
• Provide clients with IRS support and audit representation where applicable.
• Mentor and support teammates in a fast-paced environment.

Skills

5+ years experience

Virtual tax interviews

Tax planning & audit support

Sales & marketing experience

Experience completing complex returns

Effective client communication

Education

Bachelor’s degree in accounting or related field

High school diploma or equivalent

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 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.