Tax Professional - Franchise Location

H&R Block, Inc.; Rock Falls (IL); Vor Ort; USD 23.000 - 28.000; Teilzeit

Zusammenfassung

H&R Block is hiring a seasonal, experienced Tax Professional to serve clients with diverse tax needs. You will join a team that provides advanced tax training to help you be successful.

Expect to conduct interviews both in person and virtually, prepare accurate returns, and contribute to client growth and satisfaction. Applicants should have a bachelor’s degree in accounting or related field, CPA/EA certification, and 5+ years in accounting, finance, bookkeeping or tax.

Qualifikationen

• Experience in accounting, finance, bookkeeping or tax.
• Experience completing individual returns.
• Experience working in a fast-paced environment.
• Comfort with virtual tools — video, phone and chat.
• Ability to communicate effectively in writing, in person and by phone.

Aufgaben

• 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; tax notice services available to Circular 230 associates.
• Mentor and support teammates.

Kenntnisse

Experience completing complex returns

Virtual tax interviews

Client communication

Sales and/or marketing experience

Fast-paced work environment

Ausbildung

Bachelor’s degree in accounting or related field

CPA or Enrolled Agent certification

Jobbeschreibung

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.