Tax Professional - Franchise Location

H&R Block, Inc.; Washington (IA); On-site; USD 21,000 - 41,000; Full time

Job summary

H&R Block is seeking a seasonal Tax Professional to interview clients, prepare accurate tax returns, and support growth through excellent service. You will work with a team of tax experts, leveraging virtual tools to serve diverse client needs.

The role emphasizes delivering compliant tax returns, offering additional products, and maintaining strong client relationships through the tax season.

Qualifications

• Bachelor's degree in accounting or related field.
• CPA or Enrolled Agent certification preferred.
• Experience with individual, trust, and partnership returns is expected.

Responsibilities

• Conduct tax interviews with clients in-person and virtually.
• Prepare complete and accurate tax returns.
• Generate business growth and increase client retention; offer additional services.
• Provide clients with IRS support and audit representation where certified.

Skills

Tax interviews

Client communication

Sales growth

Franchise collaboration

Education

Bachelor's in accounting or related field

CPA or Enrolled Agent

High school diploma or equivalent

Tools

Tax software

IRS e-file system

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

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 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.