Tax Professional - Franchise Location

H&R Block

Lodi, OHTemporaryNo compensation foundTracked 1w agoSeen in employer's feed 4 days ago

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At a glance

Compensation
No compensation found
Location
Lodi, OH
Schedule
Temporary
Work Authorization
Not specified

Requirements

Credentials this posting asks for.

Circular 230

Job overview

H&R Block is hiring a Tax Professional - Franchise Location. The franchise office seeks an experienced Tax Professional to inspire clients, build lasting relationships, and provide confident tax guidance, while delivering advanced training and supporting team growth.

Key focus areas include Conduct tax interviews with clients face to face and through virtual tools, 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 Tax Returns, Generate Business Growth, Provide IRS Support, Tax Notice Services, and Audit Representation. Preferred (not required): Effective Communication, Tax Planning, Sales And Marketing, and Complex Tax Returns.

Skills & qualifications

RequiredNice to have

Skills

Conduct Tax InterviewsPrepare Tax ReturnsGenerate Business GrowthProvide IRS SupportTax Notice ServicesAudit RepresentationMentor and Support TeammatesVirtual Tools (Video, Phone, Chat, Email)Effective CommunicationFast-Paced EnvironmentTax PlanningSales and MarketingComplex Tax Returns

Qualifications

Bachelor's Degree in Accounting or Related FieldCPA CertificationEnrolled Agent CertificationCircular 230Continuing Education RequirementHigh School Diploma or Equivalent or HigherH&R Block Tax Knowledge Assessment 25+ 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 Experience

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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