Tax Professional - Franchise Location

H&R Block

Lewistown, PATemporaryNo compensation foundTracked 1w agoSeen in employer's feed 5 days ago

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At a glance

Compensation
No compensation found
Location
Lewistown, PA
Schedule
Temporary
Work Authorization
Not specified

Job overview

H&R Block is hiring a Tax Professional - Franchise Location. As a seasonal, experienced Tax Professional at an independently owned H&R Block franchise, you will inspire clients to make confident financial decisions while building lasting relationships, delivering tax interview services, preparing returns, and supporting teammates with advanced training and virtual tools.

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, Prepare Complete And Accurate Tax Returns, Generate Business Growth, Provide Clients With IRS Support, Audit Representation, and Mentor And Support Teammates. Preferred (not required): Tax Planning and Sales And/Or Marketing.

Skills & qualifications

RequiredNice to have

Skills

Conduct Tax InterviewsPrepare Complete and Accurate Tax ReturnsGenerate Business GrowthProvide Clients With IRS SupportAudit RepresentationMentor and Support TeammatesVirtual Tools – Video, Phone, ChatEffective Communication – in Person, Phone, WritingTax PlanningSales and/or Marketing

Qualifications

Bachelor's Degree in Accounting or Related FieldCPA or Enrolled Agent Certification5+ Years Experience in Accounting, Finance, Bookkeeping or TaxHigh School Diploma / Equivalent or HigherSuccessful Completion of H&R Block Tax Knowledge Assessment 2Must Complete Continuing Education Requirement and Meet All Other IRS and Applicable State Requirements

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.

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