Tax Professional - Franchise Location

H&R Block, Inc.; Phoenixville (Chester County); On-site; USD 40,000 - 60,000; Full time

Job summary

H&R Block, Inc. is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs and provide advanced tax training. You’ll interview clients, prepare returns, and support audit and IRS processes.

You will work with a team dedicated to helping clients make confident financial decisions, using virtual tools and modern tax software to deliver accurate results in a fast-paced environment.

Qualifications

• Proven ability to conduct tax interviews with clients face to face or virtually
• Prepare complete and accurate tax returns for individuals, trusts and partnerships
• Generate business growth, increase client retention, and upsell additional services
• Provide clients with IRS support and audit representation as needed
• Mentor teammates and contribute to a high-performing team environment

Responsibilities

• Conduct tax interviews with clients using in-person or virtual channels
• Prepare and review accurate tax returns for various filing needs
• Identify opportunities to grow the business and boost client loyalty
• Provide IRS support and assistance across certification levels
• Mentor teammates and support franchise office objectives

Skills

Tax prep

Client interviews

Virtual tools

Mentoring

Sales growth

Education

Bachelor's degree in accounting

CPA or Enrolled Agent certification

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 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

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 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.