Tax Professional - Franchise Location

H&R Block, Inc.; St. Croix Falls (WI); On-site; USD 21,000 - 34,000; Part time

Job summary

H&R Block is seeking a seasonal, experienced Tax Professional to build client relationships and deliver advanced tax training for success. You will handle diverse tax needs with an expert team providing strong support.

The role emphasizes conducting tax interviews, preparing returns, and driving client growth while ensuring IRS support where needed. Prior experience with virtual tools is a plus.

Qualifications

• Bachelor’s degree in accounting or related field is preferred.
• CPA or Enrolled Agent certification is preferred.
• Experience completing complex returns is advantageous.
• 5+ years in accounting, finance, bookkeeping or tax.
• Experience with virtual tax interviews is a plus.
• Experience with tax planning and audit support is beneficial.
• Sales or marketing experience is advantageous.

Responsibilities

• Conduct tax interviews with clients face-to-face and via 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 and audit representation where applicable.
• Mentor and support teammates.

Skills

Tax interviews

Individual returns

IRS notices

Client relationships

Sales experience

Education

Bachelor’s degree in accounting or related field

CPA or Enrolled Agent certification

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