Tax Professional - Franchise Location
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At a glance
Job overview
H&R Block is hiring a Tax Professional - Franchise Location. As a seasonal, experienced Tax Professional at an H&R Block franchise, you will inspire clients to make confident financial decisions, build lasting relationships, and deliver comprehensive tax services while receiving advanced training and support from the team.
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 Conduct Tax Interviews, Video, Phone, Chat, Email, and Prepare Tax Returns. Preferred (not required): Sales, Marketing, Tax Planning, and Audit Support.
Skills & qualifications
Skills
Qualifications
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
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Bachelor’s degree in accounting or related field
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CPA or Enrolled Agent certification
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Experience completing complex returns (individual, trust, partnership)
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5+ years of experience in accounting, finance, bookkeeping or tax
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Experience conducting virtual tax interviews
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Experience with tax planning and audit support
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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
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Conduct tax interviews with clients face to face and through virtual tools – video, phone, chat, email
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Prepare complete and accurate tax returns
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Generate business growth, increase client retention, and offer additional products and services
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Provide clients with IRS support
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All certification levels can provide tax notice services
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Circular 230 associates can provide audit representation
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Mentor and support teammates
Your Expertise:
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Successful completion of the H&R Block Tax Knowledge Assessment 2
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Experience in accounting, finance, bookkeeping or tax
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Experience completing individual returns
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Experience working in a fast-paced environment
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Comfort working with virtual tools – video, phone and chat
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Ability to effectively communicate in person, via phone and in writing
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Must complete continuing education requirement and meet all other IRS and applicable state requirements
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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.
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