Tax Professional - Franchise Location

H&R Block, Inc.; Roanoke (AL); On-site; USD 52,000 - 78,000; Full time

Job summary

H&R Block is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs. You will interview clients using video, phone, chat, or in person and prepare complete tax returns with a focus on accuracy and client satisfaction.

Ideal candidates have a degree in accounting or related field, CPA/EA certification, and 5+ years in accounting or tax. You will mentor teammates and contribute to franchise growth while maintaining IRS compliance.

Qualifications

• Must conduct tax interviews with clients in person and via virtual tools.
• Prepare complete and accurate tax returns.
• Generate business growth, increase client retention, and upsell services.
• Provide clients with IRS support and audit representation as applicable.

Responsibilities

• Conduct tax interviews with clients face to face and through virtual tools – video, phone, chat, email.
• Prepare complete and accurate tax returns for individuals, trusts and partnerships.
• Grow the franchise business by expanding client relationships and offering additional products.
• Assist clients with IRS notices and provide audit support where permitted.

Skills

Tax interviews

Tax return prep

Client relations

Sales experience

Mentoring teammates

Written communication

Education

Bachelor’s degree in accounting

CPA or Enrolled Agent

High school diploma or higher

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 1 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 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.