Tax Professional - Franchise Location

H&R Block, Inc.; Norfolk (NE); On-site; USD 40,000 - 60,000; Full time

Job summary

H&R Block is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs with the support of an expert team. You’ll interview clients and prepare complete and accurate tax returns while benefiting from advanced tax training.

Preferred qualifications include a Bachelor’s degree in accounting, CPA or EA certification, and 5+ years in accounting, finance, bookkeeping or tax. You’ll mentor teammates and contribute to client growth and retention.

Qualifications

• Bachelor’s degree in accounting or related field
• CPA or Enrolled Agent certification
• Experience completing individual returns
• 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
• Must complete continuing education requirement and meet all other IRS and state requirements

Responsibilities

• 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

Skills

Tax interviews

Tax preparation

Virtual tools

Mentoring teammates

Client growth

Sales/marketing experience

Education

Bachelor’s degree in accounting

CPA or Enrolled Agent certification

High school diploma or equivalent

Tools

IRS knowledge

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.

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.

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
• Mentor and support teammates

• All certification levels can provide tax notice services
• Circular 230 associates can provide audit representation

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.