Tax Professional - Franchise Location

H&R Block, Inc.; Princeton (IL); On-site; USD 23,000 - 28,000; Part time

Job summary

H&R Block, Inc. is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs under the guidance of an expert team.

You will build relationships and deliver trusted tax assistance that supports confident decisions. You will conduct tax interviews, prepare complete and accurate returns for individuals and entities, provide IRS support, and mentor teammates in a fast-paced environment using virtual tools.

Qualifications

• Conduct tax interviews with clients face to face and through virtual tools.
• Prepare complete and accurate tax returns.
• Generate business growth, increase client retention, and offer additional products and services.
• Provide clients with IRS support, including audit and notice services where applicable.
• Mentor and support teammates.

Responsibilities

• Conduct tax interviews with clients face to face and through virtual tools.
• Prepare complete and accurate tax returns for individuals, trusts and partnerships.
• Generate business growth and increase client retention by offering additional products and services.
• Provide clients with IRS support and audit representation where certified.
• Mentor and train teammates in tax knowledge and client service.

Skills

Tax interviews

Tax preparation

Client communication

Mentoring teammates

Virtual tools

Sales & marketing

Education

Bachelor’s degree in accounting

CPA or Enrolled Agent

High school diploma

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

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.