Tax Professional - Franchise Location

H&R Block, Inc.; Key West (FL); On-site; USD 28,000 - 47,000; Part time

Job summary

H&R Block is seeking a seasonal tax professional to serve clients with diverse tax needs in a fast-paced environment. You’ll conduct interviews, prepare returns, and help clients make informed financial decisions with the support of an experienced team.

The role requires CA/EA credentials or progress toward them, plus a strong background in tax and client service. Training is provided; franchise office operations apply.

Qualifications

• Bachelor’s degree in accounting or related field required.
• CPA or EA certification preferred.
• Experience completing complex individual, trust and partnership returns.
• 5+ years in accounting, finance, bookkeeping or tax.
• Experience with virtual tax interviews and client onboarding.

Responsibilities

• Conduct tax interviews with clients face-to-face and via virtual tools.
• Prepare complete and accurate tax returns for diverse clients.
• Generate business growth, improve client retention and offer additional services.
• Provide clients with IRS support and audit notice assistance.
• Mentor teammates and support franchise operations.

Skills

Experience completing complex returns

Tax planning & audit support

Sales & marketing experience

Virtual tax interviews

Education

Bachelor’s degree in accounting or related field

CPA or Enrolled Agent 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.