Tax Professional - Franchise Location

H&R Block, Inc.; Richmond Hill (GA); On-site; USD 25,000 - 39,000; Part time

Job summary

H&R Block, Inc. is seeking seasonal Tax Professionals to interview clients, compile and file accurate tax returns, and provide IRS support. You’ll work with a team that trains you to handle diverse tax scenarios while promoting additional products and services.

The role requires CPA/EA certification or progress toward one, a bachelor's in accounting, and experience with complex returns. Training is provided, with emphasis on earning potential through client growth and service excellence.

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 (notice services and audit representation)
• Mentor and support teammates

Responsibilities

• Interview clients to gather tax information and prepare returns accurately
• Prepare and review individual tax returns and related schedules
• Assist in client growth activities and cross-selling of services
• Provide IRS support and manage notices when applicable
• Mentor junior staff and ensure knowledge transfer

Skills

Tax interviews

Tax preparation

IRS support

Client growth

Virtual tools

Education

Bachelor’s degree in accounting

CPA or Enrolled Agent

Experience with complex returns

Tools

Virtual tools (video/phone/chat)

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.