Tax Professional - Franchise Location

H&R Block; Twin Lakes (WI); On-site; USD 40,000 - 60,000; Full time

Job summary

A leading tax services provider is seeking a Tax Professional in Twin Lakes, Wisconsin. Join the team to build client relationships, prepare tax returns, and provide IRS support. Ideal candidates will have experience in accounting or tax, strong communication skills, and a high school diploma. This full-time position promotes continuous education and offers advanced tax training.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment.
• Experience in accounting, finance, bookkeeping, or tax.
• Experience completing individual returns.

Responsibilities

• Conduct tax interviews with clients face to face and virtually.
• Prepare complete and accurate tax returns.
• Mentor and support teammates.

Skills

Client relationship building

Tax preparation

IRS support

Communication skills

Education

High school diploma / equivalent or higher

Job description

Overview

Join to apply for the Tax Professional - Franchise Location role at H&R Block.

What you'll do

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.

• 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
• Mentor and support teammates

What you'll bring to the team

• Completion or enrollment in the H&R Block Income Tax Course or Tax Knowledge Assessment (not an offer or guarantee of employment)

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 requirements and meet IRS/state requirements
• High school diploma / equivalent or higher

Seniority level

• Not Applicable

Employment type

• Full-time

Job function

• Accounting/Auditing and Finance
• Industries: Retail