Tax Professional - Franchise Location

H&R Block, Inc.; Victoria (TX); On-site; USD 22,000 - 39,000; Part time

Job summary

H&R Block is seeking an experienced Tax Professional for a seasonal role to serve clients with diverse tax needs, supported by a team of experts and advanced training. The position emphasizes delivering accurate tax services with the aid of virtual tools.

Responsibilities include conducting tax interviews, preparing returns, and assisting with IRS/state requirements while mentoring teammates and contributing to client growth. Strong credentials and prior tax experience are required.

Qualifications

• Experience completing individual, trust, or partnership returns.
• Strong interviewing skills via in-person and virtual tools.
• Ability to generate business growth and client retention.
• Must meet IRS/state continuing education requirements.

Responsibilities

• 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

Skills

Complex returns

Virtual interviews

Tax planning

Audit support

Sales experience

Communication skills

Continuing education

Fast-paced environment

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 Block1 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.

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 - Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment.

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
• Mentor and support teammates

• All certification levels can provide tax notice services
• Circular 230 associates can provide audit representation

Your Expertise

• Successful completion of the H&R Block Tax Knowledge Assessment2
• 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.