Tax Professional - Franchise Location

H&R Block, Inc.; Troy (OH); On-site; USD 40,000 - 56,000; Full time

Benefits offered by this job

Franchise office environment

Advanced tax training

Job summary

H&R Block is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs, supported by an expert team and advanced training.

Role involves conducting tax interviews (in-person and virtual), preparing returns, and helping clients with IRS inquiries while building relationships and driving service growth within a franchise office.

Qualifications

• Bachelor’s degree in accounting or related field; CPA/EA preferred.
• Experience completing complex returns (individual, trust, partnership).
• 5+ years in accounting, finance, bookkeeping or tax.
• Experience with virtual tax interviews and tax planning.
• Experience driving client growth and cross-selling services.
• Must meet IRS/state continuing education requirements.

Responsibilities

• Conduct tax interviews with clients face to face and via virtual tools.
• Prepare complete and accurate tax returns for individuals, trusts and partnerships.
• Generate business growth and increase client retention; offer additional services.
• Provide clients with IRS support and audit representation where applicable.
• Mentor and support teammates; collaborate with franchise team.

Skills

Tax preparation

CPA or Enrolled Agent certification

Virtual tax interviews

Sales and marketing experience

Mentor teammates

Communication skills

Experience in fast-paced environment

IRS/state requirements knowledge

Education

Bachelor’s degree in accounting or related field

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.