Tax Professional - Franchise Location

H&R Block, Inc.; Williamston (NC); On-site; USD 25,000 - 39,000; Part time

Job summary

H&R Block, Inc. is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs. You will benefit from advanced tax training and work with a supportive team to deliver high-quality tax returns and planning services.

The role focuses on conducting tax interviews, preparing complete returns, and growing client relationships through trusted guidance and upsell opportunities. Strong communication and prior tax-experience are essential.

Qualifications

• Conduct tax interviews with clients in person or through virtual tools (video/phone/chat/email).
• Prepare complete and accurate tax returns.
• Generate business growth, increase client retention, and offer additional products/services.
• Provide clients with IRS support (including audit representation where applicable).
• Mentor and support teammates.

Responsibilities

• Interview clients to collect tax data and assess needs.
• Prepare and review complex individual tax returns.
• Advise on tax planning and potential credits.
• Support clients through IRS notices and audits as needed.
• Help grow the client base and retain clients.

Skills

Client communication

Interviewing clients

Sales experience

Education

Bachelor’s degree in accounting or related field

CPA or Enrolled Agent certification

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