Tax Professional - Franchise Location

H&R Block, Inc.; Kingsley (MI); Sur place; USD 35 000 - 65 000; Temps partiel

Résumé du poste

H&R Block is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs and with the support of an expert team. You will receive advanced training to help you succeed in a dynamic environment.

Responsibilities include conducting tax interviews via in-person or virtual tools, preparing complete returns, generating growth and client retention, and providing IRS support. A bachelor’s in accounting or related field is required, with CPA/EA preferred and 5+ years in tax

Qualifications

• Bachelor’s degree in accounting or related field
• CPA or Enrolled Agent certification is preferred
• Experience completing complex returns (individual, trust, partnership)
• 5+ years in accounting, finance, bookkeeping or tax
• Experience conducting virtual tax interviews
• Experience with tax planning and audit support
• Sales and/or marketing experience

Responsabilités

• Conduct tax interviews with clients face to face or via virtual tools
• Prepare complete and accurate tax returns
• Generate business growth and increase client retention; offer additional products/services
• Provide clients with IRS support (including notice services)
• Mentor and support teammates

Connaissances

Sales experience

Marketing experience

Mentor teammates

Fast-paced environment

Virtual tools

Effective communication

Formation

Bachelor’s degree in accounting or related field

High school diploma / equivalent or higher

Outils

Video/phone/chat tools

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.