Tax Professional - Franchise Location

H&R Block, Inc.; Gridley (CA); On-site; USD 25,000 - 28,000; Part time

Job summary

H&R Block is seeking an experienced Tax Professional for seasonal work in California. You will interview clients (in-person and virtually), prepare complete tax returns, and provide audit and IRS support as needed.

This role involves driving client growth and retention while delivering high-quality tax services. Ideal candidates will have a Bachelor’s in accounting or related field, CPA/EA certification, and 5+ years of accounting/tax experience.

Qualifications

• Conduct tax interviews with clients face to face and through virtual tools
• Prepare complete and accurate tax returns
• Generate business growth, increase client retention, and offer additional products and services
• Provide clients with IRS support
• Mentor and support teammates
• Meet IRS/state continuing education requirements

Responsibilities

• Prepare and review tax returns for individuals, trusts, and partnerships
• Conduct client interviews and collect required documentation for tax filings
• Assist clients with tax planning and audit support as needed
• Upsell relevant products and services to clients
• Support teammates and contribute to a fast-paced environment

Skills

Tax interviews

Tax returns

IRS support

Mentor teammates

Virtual tools

Client communication

Sales experience

Education

Bachelor’s in accounting

CPA/EA certification

Tools

Video conferencing

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 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.

Pay Range

$18.00 - $20.00/Hr.