Tax Professional - Franchise Location

H&R Block, Inc.; Ottumwa (IA); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

Seasonal role

Job summary

H&R Block, Inc. seeks a seasonal Tax Professional to conduct client interviews (in person and virtually), prepare tax returns, and support growth and client retention.

You will work with an expert team and receive advanced tax training to successfully assist diverse tax needs. Preferred qualifications include a bachelor’s degree in accounting or related field and CPA or Enrolled Agent certification, plus 5+ years in accounting, finance, bookkeeping or tax.

Qualifications

• Bachelor's degree in accounting or related field required.
• CPA or Enrolled Agent certification preferred.

Responsibilities

• Conduct tax interviews with clients face to face and via 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 and audit representation where certified.
• Mentor and support teammates.

Skills

Tax interviews

Client communication

Virtual tools

Mentoring teammates

Education

Bachelor's degree in accounting or related field

CPA or Enrolled Agent certification

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.