Tax Professional - Franchise Location

H&R Block, Inc.; Harrah (OK); Sur place; USD 22 000 - 36 000; Temps partiel

Résumé du poste

H&R Block, Inc. is seeking a seasonal, experienced Tax Professional to interview clients, prepare returns, and provide IRS support. You’ll work with a team to deliver high-quality tax services and identify opportunities to grow client relationships.

Ideal candidates hold a Bachelor’s in accounting or related field, with CPA/EA certification and 5+ years in accounting or tax. Familiarity with virtual interview tools is a plus.

Qualifications

• Conduct tax interviews with clients face to face and through virtual tools.
• Prepare complete and accurate individual, trust and partnership tax returns.
• Generate business growth and increase client retention through add-on services.
• Provide clients with IRS support and audit notice handling as needed.
• Mentor and support teammates in a collaborative environment.

Responsabilités

• Conduct tax interviews with clients via video, phone, chat or in person.
• Prepare comprehensive, accurate tax returns for multiple entity types.
• Assist clients with tax planning and respond to IRS notices as required.
• Drive client growth and retention through upselling of services.

Formation

Bachelor’s degree in accounting

CPA or Enrolled Agent

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.