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Franchise - Tax Professional

2 months ago

Lake Wales, United States H&R Block Full time

532316BR

Title:

957006 - Franchise - Tax Professional

Our Company:

At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a connected culture, valuing diversity and inclusion and making everyone feel like they belong.

At H&R Block, we're curious, creative, and always on the move. If you embrace challenges as opportunities and seek to make a meaningful difference where you live, work, and play, our door is always open.

A Typical Day...

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 2 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.

Job ID:

532316BR

City:

LAKE WALES

State:

Florida

It would be even better if you also had...:

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 - 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.

2 - 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.

What you'll bring to the team...:

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 10 hour continuing education requirement and meet all other IRS and applicable state requirements

High school diploma / equivalent or higher

Posting Title:

Tax Professional - Franchise Location