Tax Professional - Franchise Location

H&R Block, Inc.; Roxboro (NC); On-site; USD 28,000 - 34,000; Part time

Job summary

H&R Block, Inc. is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs and to deliver advanced tax training for success.

Join a team dedicated to helping clients make informed financial decisions, with opportunities to grow as you complete complex tax returns and provide IRS support across individual, trust and partnership filings.

Qualifications

• Experience conducting virtual tax interviews.
• Prepare complete and accurate tax returns.
• Generate business growth and client retention; offer additional products.

Responsibilities

• Conduct tax interviews with clients face to face and through virtual tools.
• Prepare complete and accurate tax returns for individuals, trusts and partnerships.
• Provide IRS guidance and support, including audit notice handling where applicable.
• Mentor and support teammates to ensure quality service.

Skills

Virtual tax interviews

Sales experience

Mentor teammates

Fast-paced environment

Clear communication

Education

Bachelor’s degree in accounting or related field

CPA or Enrolled Agent

High school diploma / equivalent 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 Block1 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 environmentComfort 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