Tax Professional - Franchise Location

H&R Block, Inc.; Hertford (NC); On-site; USD 25,000 - 39,000; Full time

Job summary

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

You will conduct tax interviews (in person or virtually), prepare returns, and support IRS interactions while seeking opportunities to grow the client base. Prior experience and CPA/EA certification are valued.

Qualifications

• Interview clients for tax needs using in-person or virtual tools.
• Prepare complete and accurate tax returns for individuals, trusts, and partnerships.
• Generate business growth and increase client retention.
• Provide clients with IRS support and audit representation where applicable.
• Mentor teammates and share best practices.

Responsibilities

• Conduct tax interviews with clients face to face or via video, phone or chat.
• Prepare and ensure accuracy of individual, trust and partnership tax returns.
• Support tax notices and IRS interactions as needed.
• Help drive client growth and cross-sell available services.
• Mentor and assist teammates in tax workflow.

Skills

Client communication

Tax interviews

Tax preparation

Mentoring teammates

Sales/marketing experience

Education

Bachelor’s degree in accounting

CPA or EA certification

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.