Tax Professional - Franchise Location

H&R Block

Sparta, MITemporaryNo compensation foundTracked 1w agoSeen in employer's feed 4 days ago

Most applications go out cold — see where you stand first. No sign-up to start.

At a glance

Compensation
No compensation found
Location
Sparta, MI
Schedule
Temporary
Work Authorization
Not specified

Job overview

H&R Block is hiring a Tax Professional - Franchise Location. The role inspires people to make confident, informed decisions about their lives, careers, and money while building client relationships that grow stronger each year, and as a seasonal, experienced Tax Professional at a franchise office, the individual will serve clients with diverse tax needs supported by advanced training.

Key focus areas include Conduct tax interviews with clients face to face and through virtual tools – video, phone, chat, email, Prepare complete and accurate tax returns, and Generate business growth, increase client retention, and offer additional products and services.

Important skills include Tax Return Preparation, Business Development, IRS Support, Tax Notice Services, Audit Representation, and Coaching. Preferred (not required): Virtual Tax Interviews.

Skills & qualifications

RequiredNice to have

Skills

Virtual Tax InterviewsTax Return PreparationBusiness DevelopmentIRS SupportTax Notice ServicesAudit RepresentationCoachingCommunicationVideo ConferencingPhoneChatEmail

Qualifications

Bachelor's Degree in Accounting or Related FieldCPAEnrolled Agent Certification5+ Years Experience in Accounting, Finance, Bookkeeping or TaxExperience Completing Complex Returns (Individual, Trust, Partnership)Experience Conducting Virtual Tax InterviewsExperience With Tax Planning and Audit SupportSales and/or Marketing ExperienceHigh School Diploma / Equivalent or HigherSuccessful Completion of the H&R Block Tax Knowledge Assessment 2Experience in Accounting, Finance, Bookkeeping or TaxExperience Completing Individual Returns

Full 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 Block 1 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 - Enrollment in or 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 2

  • 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.

You've read the whole posting — now see how you match it.