Tax Professional - Franchise Location

H&R Block, Inc.; Yankton (SD); Vor Ort; USD 30.000 - 55.000; Teilzeit

Zusammenfassung

H&R Block, Inc. is seeking a seasonal, experienced Tax Professional to serve clients with diverse tax needs, supported by an expert team and advanced training to help you succeed.

You will conduct tax interviews, prepare complete returns, and seek opportunities to grow client relationships and service adoption. A Bachelor’s degree in accounting, CPA or EA certification, and 5+ years in accounting or tax are preferred.

Qualifikationen

• Completion of tax interviews with clients in person or virtually
• Prepare complete and accurate individual and business tax returns
• Generate growth and retain clients while offering additional services
• Provide IRS support and audit representation where applicable
• Meet continuing education requirements and IRS/state rules

Aufgaben

• Conduct tax interviews with clients face to face and through virtual tools
• Prepare complete and accurate tax returns
• Generate business growth and increase client retention
• Provide clients with IRS support and audit representation where applicable
• Mentor and support teammates

Kenntnisse

Experience completing complex returns

5+ years in accounting or tax

Virtual tax interviews

Sales/marketing experience

Mentoring teammates

Strong communication

Ausbildung

Bachelor’s degree in accounting

CPA or Enrolled Agent certification

High school diploma or equivalent

Jobbeschreibung

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 Block 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 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.