Tax Professional - Franchise Location

H&R Block, Inc.; Jamul (CA); On-site; USD 25,000 - 69,000; Part time

Job summary

H&R Block, Inc. is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs, supported by an expert team and advanced tax training.

You will conduct tax interviews face-to-face and via virtual tools, prepare complete returns, grow client relationships, and offer additional products and services while providing IRS support. A high school diploma or higher is required; CPA/EA certification and 5+ years in accounting/tax are preferred qualifications listed by the

Qualifications

• Complete tax interviews with clients using face-to-face or virtual tools.
• Prepare complete and accurate individual returns.
• Mentor and support teammates.
• Experience with virtual tools (video, phone, chat, email).

Responsibilities

• Interviews tax clients and complete tax returns.
• Generate business growth, increase client retention, and offer additional products and services.
• Provide clients with IRS support and audit representation where certified.
• Support teammates and contribute to a fast-paced team environment.

Skills

Tax interviews

Tax preparation

Client growth

IRS support

Mentoring

Virtual tools

Communication

Education

Bachelor's in accounting (preferred)

CPA or Enrolled Agent certification

High school diploma or higher

Tools

Video/chat tools

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

Pay Range

$18.00 - $50.00/Hr.