Tax Professional - Franchise Location

H&R Block, Inc.; Wyoming; In loco; USD 28.000 - 41.000; Part-time

Descrizione del lavoro

H&R Block, Inc. is hiring a seasonal Tax Professional to serve clients with diverse tax needs and to deliver high-quality tax preparation services. You will conduct interviews, prepare returns, and help grow the business under the guidance of an expert team.

The role emphasizes advanced tax training, strong client relationships, and the ability to work with virtual tools to reach clients in-person or remotely. A proactive attitude and excellent communication are essential.

Competenze

• Experience completing complex returns for individuals, trusts and partnerships.
• Ability to conduct virtual tax interviews with clients.
• Knowledge of tax planning and audit support is a plus.
• Experience with sales and/or marketing to grow client base.
• Strong communication and client service skills.

Mansioni

• Conduct tax interviews with clients face to face and through virtual tools.
• Prepare complete and accurate tax returns.
• Generate business growth, increase client retention, and offer additional products and services.
• Provide clients with IRS support and audit representation as appropriate.
• Mentor and support teammates.

Conoscenze

Complex returns

Virtual tax interviews

Tax planning

Audit support

Sales/marketing experience

Formazione

Bachelor’s degree in accounting or related field

CPA or Enrolled Agent certification

Descrizione del lavoro

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.