Tax Professional - Franchise Location

H&R Block, Inc.; Mendota (IL); Presencial; USD 23.000 - 28.000; A tiempo parcial

Descripción de la vacante

H&R Block, Inc. is seeking a seasonal, experienced Tax Professional to assist clients with diverse tax needs and receive advanced training from a dedicated team.

You will conduct tax interviews in person and virtually, prepare complete and accurate tax returns, and help grow the business by boosting client retention and offering additional products and services. A related degree and credentials are required.

Formación

• Bachelor's degree in accounting or related field or higher.
• CPA or Enrolled Agent certification.
• Experience handling complex returns (individual, trust, partnership).
• 5+ years in accounting, finance, bookkeeping or tax.
• Comfort with virtual tax interviews and IRS support.
• Sales/marketing experience is a plus.

Responsabilidades

• Conduct tax interviews with clients face-to-face and via virtual tools.
• Prepare complete and accurate tax returns.
• Generate growth by increasing client retention and offering additional services.
• Provide clients with IRS support and audit representation as allowed.
• Mentor and support teammates.

Conocimientos

CPA or Enrolled Agent

Virtual tax interviews

Tax planning & audit support

Sales & marketing experience

Experience completing complex returns

Excellent client relationship skills

Educación

Bachelor's degree in accounting or related field

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.

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

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.

Pay Range

$17.00 - $20.00/Hr.