Tax Professional - Franchise Location

H&R Block, Inc.; Waco (TX); On-site; USD 28,000 - 42,000; Full time

Job summary

H&R Block, Inc. seeks a seasonal, experienced Tax Professional to serve clients with diverse tax needs, backed by an expert team and advanced training. Join a franchise office operating under an agreement with H&R Block.

You will interview clients, prepare returns, and provide IRS support while building client relationships and expanding business opportunities. Required qualifications include a bachelor's degree in accounting and CPA/EA certification, with over 5 years in accounting, finance, or

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; audit representation as applicable
• Mentor and support teammates

Responsibilities

• Conduct tax interviews with clients and complete returns
• Provide IRS support and audit representation as needed
• Mentor and support teammates
• Drive client growth and retention through service excellence

Skills

Tax knowledge

Client interviews

Virtual tools

Tax preparation

Education

Bachelor's degree in accounting

CPA or EA certification

Tools

Tax software

IRS e-file systems

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.

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 environmentComfort 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