Tax Professional - Franchise Location

H&R Block, Inc.; North Bend (OR); On-site; USD 35,000 - 55,000; Part time

Job summary

H&R Block, Inc. is hiring a seasonal Tax Professional to serve clients with complex tax needs. You will conduct tax interviews in-person and via virtual tools, prepare accurate tax returns, and support client growth and retention with upsell opportunities.

The role involves providing IRS assistance and collaborating with a team of tax experts. Ideal candidates hold a degree in accounting or related field, CPA/EA certification, and have 5+ years in accounting or tax.

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

Responsibilities

• Mentor and support teammates
• Assist clients with tax planning and audits as needed

Skills

Tax interviews

Tax preparation

Sales/upselling

IRS support

Mentoring

Education

Bachelor’s degree in accounting or related field

CPA or Enrolled Agent certification

High school diploma / equivalent

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

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 - Enrollmentinor 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 Assessment
• Experience in accounting, finance, bookkeeping or tax
• Experience completing individual returns
• Experience working in a fast-paced environmentComfort 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