Tax Professional - Franchise Location

H&R Block; Loudonville (OH); On-site; USD 50,000 - 70,000; Full time

Job summary

A leading tax services provider in Loudonville is seeking an experienced Tax Professional to join their team. You will conduct tax interviews, prepare accurate tax returns, and support clients with their diverse tax needs. The ideal candidate has over 5 years of experience in tax or accounting, holds a relevant degree, and possesses strong communication skills. The role offers full-time employment with a focus on developing client relationships in a retail environment.

Qualifications

• 5+ years of experience in accounting, finance, bookkeeping or tax.
• Experience completing complex returns (individual, trust, partnership).
• Must complete continuing education requirement and meet IRS requirements.

Responsibilities

• Conduct tax interviews and prepare accurate tax returns.
• Provide clients with IRS support and guidance.
• Inspire clients to make informed decisions about their finances.

Skills

Client relationship building

Tax preparation

IRS support

Communication skills

Virtual tax interviews

Education

Bachelor’s degree in accounting or related field

CPA or Enrolled Agent certification

High school diploma or equivalent

Job description

Overview

Join to apply for the Tax Professional - Franchise Location role at H&R Block.

What you'll do

• 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.
• Contribute to business growth by conducting tax interviews, preparing complete and accurate tax returns, and providing clients with IRS support.

It would be even better if you also had...

• 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

Note: 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.

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

Seniorities and Employment

• Seniority level: Not Applicable
• Employment type: Full-time
• Job function: Accounting/Auditing and Finance
• Industries: Retail

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