Tax Professional - Franchise Location

H&R Block, Inc.; Lincolnton (NC); Presencial; USD 40.000 - 65.000; Jornada completa

Descripción de la vacante

H&R Block is seeking an experienced Seasonal Tax Professional to serve diverse client needs with a supportive team, receiving advanced tax training to ensure accuracy and compliance in Lincolnton, North Carolina.

The role emphasizes conducting virtual and in-person tax interviews, preparing returns, planning strategies, and growing the client base, while mentoring teammates in a fast-paced franchise office.

Formación

• Bachelor’s degree in accounting or a related field.
• CPA or Enrolled Agent certification.
• 5+ years of accounting, finance, bookkeeping or tax experience.
• Experience conducting virtual tax interviews.
• Experience with tax planning and audit support.
• Sales and/or marketing experience.
• Enrollment in or completion of the H&R Block Tax Knowledge Assessment.

Responsabilidades

• 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.
• Mentor and support teammates.
• Maintain continuing education requirements and comply with IRS/state rules.

Conocimientos

Virtual tax interviews

Tax planning

Client relationship management

Mentoring teammates

Sales/marketing experience

Educación

Bachelor’s degree in accounting or related field

CPA or Enrolled Agent certification

High school diploma / equivalent or higher

Descripción del empleo

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.

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 - Enrollment in or 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

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.