Tax Professional - Franchise Location

H&R Block, Inc.; Winder (GA); On-site; USD 45,000 - 65,000; Part time

Job summary

H&R Block, Inc. is seeking an experienced Tax Professional to join our seasonal team. You will serve clients with diverse tax needs, supported by a team delivering advanced training to ensure success.

Ideal candidates hold a CPA or Enrolled Agent certification, with 5+ years in accounting or tax and a strong track record in client service, virtual interviews, and tax planning. This role focuses on delivering accurate returns and expanding client relationships.

Qualifications

• Candidates must have completed tax interviews with clients or be capable of doing so.
• Experience preparing complete and accurate tax returns for individuals, trusts and partnerships.
• Proven ability to generate business growth, increase client retention and offer additional services.
• Must provide IRS support and comply with Circular 230 where applicable.

Responsibilities

• Conduct tax interviews with clients face to face and via virtual tools.
• Prepare complete and accurate tax returns for various entities.
• Generate business growth and boost client retention with additional services.
• Provide clients with IRS support and audit representation where certified.

Skills

5+ years of experience in accounting,

Experience conducting virtual tax

Experience with tax planning and audit

Sales and/or marketing experience

Ability to effectively communicate in

Education

Bachelor’s degree in accounting or related field

CPA certification

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