Tax Professional

7 days ago


New Carlisle, Ohio, United States H&R Block Full time
About the Role

We are seeking a highly skilled Tax Professional to join our team at our franchise location in NEW CARLISLE, Ohio. As a Tax Professional, you will be responsible for providing expert tax services to our clients, including conducting tax interviews, preparing tax returns, and generating business growth.

Key Responsibilities
  • Conduct tax interviews with clients face-to-face and through virtual tools, including video, phone, chat, and email.
  • Prepare complete and accurate tax returns, ensuring compliance with IRS regulations.
  • Generate business growth, increase client retention, and offer additional products and services to clients.
  • Provide clients with IRS support, including audit representation and tax notice services.
  • Mentor and support teammates to ensure excellent client service and team performance.
Requirements
  • Successful completion of the H&R Block Tax Knowledge Assessment.
  • Experience in accounting, finance, bookkeeping, or tax, with a focus on individual returns.
  • Experience working in a fast-paced environment, with comfort using virtual tools and effective communication skills.
  • Ability to complete 10 hour continuing education requirement and meet all other IRS and applicable state requirements.
  • High school diploma or equivalent, with a bachelor's degree in accounting or related field preferred.
What We Offer

As a Tax Professional at H&R Block, you will have the opportunity to work with a dynamic team, providing expert tax services to our clients. We offer a competitive salary, comprehensive training, and opportunities for career advancement.


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