Tax Professional - Franchise Location

H&R Block, Inc.; Lake Geneva (WI); Sur place; USD 17 000 - 25 000; Temps partiel

Résumé du poste

H&R Block is seeking an experienced Tax Professional for a seasonal role in Wisconsin. You will conduct tax interviews with clients, prepare tax returns, and help grow the client base while offering additional products and services.

This role leverages virtual interviewing tools and requires CPA/EA credentials or progress toward them. Join a team that provides advanced tax training and supports your professional development within a trusted tax services brand.

Qualifications

• 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 offer additional products/services
• Provide clients with IRS support and audit representation per Circular 230

Responsabilités

• Conduct tax interviews with clients using in-person or virtual tools
• Prepare complete and accurate individual tax returns
• Grow client base and increase retention; offer additional services
• Provide IRS support to clients as needed

Connaissances

Client communication

Virtual interview experience

Mentor teammates

Sales experience

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

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 environmentComfort 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