Tax Professional - Franchise Location

H&R Block, Inc.; Mayfield (KY); On-site; USD 21,000 - 34,000; Full time

Job summary

H&R Block, Inc. is seeking an experienced Tax Professional for a seasonal role in Mayfield, KY. You will interview clients, prepare tax returns, and provide deep tax knowledge to support various client needs.

The position emphasizes growing client relationships and offering additional services. The role requires a bachelor’s degree in accounting or related field; CPA/EA certification is a plus, with several years of tax experience and comfort with virtual tools.

Qualifications

• Bachelor’s degree in accounting or related field required.
• CPA or Enrolled Agent certification preferred.
• Experience completing complex returns and virtual tax interviews.
• 5+ years in accounting, finance, bookkeeping or tax.
• Experience with tax planning and audit support.

Responsibilities

• 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.
• Provide clients with IRS support; offer audit representation where applicable.
• Mentor and support teammates.

Skills

Communication

Client interviews

Tax knowledge

Mentor teammates

Education

Bachelor's degree in accounting

CPA or Enrolled Agent

Tools

Tax software

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 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

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.