Tax Professional - Franchise Location

H&R Block, Inc.; Sycamore (IL); On-site; USD 23,000 - 28,000; Part time

Job summary

H&R Block, a leading tax services provider, is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs and support from a specialist team.

You will conduct tax interviews (in person and virtually), prepare complete tax returns, and help grow the business while delivering IRS assistance and compliant tax services. A Bachelor’s degree in accounting or related field and CPA or Enrolled Agent status are preferred; prior experience is 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
• Must complete continuing education and meet IRS/state requirements
• High school diploma / equivalent or higher

Responsibilities

• Prepare tax returns for individuals, trusts and partnerships
• Interview clients in person or via virtual tools to gather tax information
• Mentor and support teammates
• Grow client base and retention through cross-selling of services
• Assist with IRS notices and audits as needed

Skills

Tax interviews

Client relationship

Communication

Mentoring

Education

Bachelor’s degree in accounting or related field

CPA or Enrolled Agent

Tools

Virtual tax interviews

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

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.