Tax Professional - Franchise Location

H&R Block, Inc.; Tappahannock (VA); On-site; USD 23,000 - 28,000; Full time

Job summary

H&R Block, Inc. is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs and benefit from the training of a nationwide tax practice.

You will conduct interviews in person and via virtual tools, prepare complete tax returns, and help grow the business by offering additional services. Join a firm that values accuracy, client service, and compliance.

Qualifications

• Experience handling diverse client tax needs and interviews.
• Strong communication and interpersonal skills.
• Ability to work with virtual interview tools and tax software.

Responsibilities

• Conduct tax interviews with clients in person and via virtual tools.
• Prepare complete and accurate tax returns for individuals, trusts, and partnerships.
• Identify opportunities to grow client relationships and promote services.
• Provide clients with IRS support and audit representation where allowed.

Skills

Customer service

Communication

Virtual tools

Sales experience

IRS knowledge

Education

Bachelor’s degree in accounting

CPA or Enrolled Agent certification

High school diploma / equivalent

Tools

E-file software

Video conferencing tools

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.