Tax Professional - Franchise Location

H&R Block, Inc.; Ida Grove (IA); Sur place; USD 32 000 - 42 000; Temps partiel

Résumé du poste

H&R Block is seeking a seasonal Tax Professional to interview clients and prepare accurate tax returns both in person and virtually. The role emphasizes client growth, retention, and offering additional services, with IRS support and audit representation where applicable.

Ideal candidates have a bachelor’s in accounting (or related field) and CPA/EA certification, plus 5+ years in accounting, finance, or tax. Franchise offices provide advanced tax training and team support.

Qualifications

• Bachelor’s degree in accounting or related field required.
• CPA or Enrolled Agent certification preferred.
• Experience with complex returns (individual, trust, partnership).
• 5+ years in accounting, finance, bookkeeping or tax.

Responsabilités

• Conduct tax interviews with clients face-to-face and via virtual tools – video, phone, chat, email.
• Prepare complete and accurate tax returns.
• Generate business growth, increase client retention, and upsell additional products/services.
• Provide clients with IRS support, including audit representation where applicable.
• Mentor and support teammates.

Connaissances

Virtual tax interviews

Client communication

Tax knowledge

IRS notice services

Formation

Bachelor’s degree in accounting or related field

CPA or Enrolled Agent certification

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 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

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.