Tax Professional - Franchise Location

H&R Block, Inc.; Sumter (SC); On-site; USD 28,000 - 41,000; Part time

Job summary

H&R Block is seeking a seasonal, experienced Tax Professional to help clients with diverse tax needs. You’ll conduct tax interviews, prepare returns, and identify opportunities to grow client relationships with the support of an expert team and advanced tax training.

Qualified candidates have a bachelor’s in accounting or related field, CPA or EA certification, and 5+ years in accounting, finance, bookkeeping or tax. Prior experience with virtual interviews is a plus.

Qualifications

• Must have completed tax interviews with clients (in-person or virtual).
• Ability to prepare complete and accurate tax returns.
• Experience generating business growth and increasing client retention.
• Provide clients with IRS support and manage notice services as needed.

Responsibilities

• Conduct tax interviews with clients face-to-face or via virtual tools.
• Prepare complete and accurate individual, trust and partnership tax returns.
• Generate business growth and increase client retention through service offerings.
• Provide clients with IRS support and, where appropriate, audit notice services.
• Mentor and support teammates in a fast-paced environment.

Skills

Communication skills

Client relationship building

Mentoring teammates

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 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.