Tax Professional

2 weeks ago


Crawfordsville, Indiana, United States H&R Block Full time
About the Role

We are seeking a highly skilled Tax Professional to join our team at our H&R Block franchise location in Crawfordsville, Indiana. As a Tax Professional, you will play a critical role in providing exceptional tax services to our clients, ensuring their financial well-being and trust in our company.

Key Responsibilities
  • Conduct tax interviews with clients, utilizing virtual tools and face-to-face interactions to understand their tax needs and provide personalized solutions.
  • Prepare accurate and complete tax returns, ensuring compliance with IRS regulations and applicable state requirements.
  • Generate business growth by offering additional products and services to clients, increasing client retention, and providing exceptional customer service.
  • Provide IRS support to clients, including audit representation and tax notice services.
  • Mentor and support teammates, fostering a collaborative and inclusive work environment.
Requirements
  • Successful completion of the H&R Block Tax Knowledge Assessment.
  • Experience in accounting, finance, bookkeeping, or tax, with a focus on individual returns and complex tax situations.
  • Ability to work in a fast-paced environment, utilizing virtual tools and communicating effectively with clients and teammates.
  • High school diploma or equivalent, with a bachelor's degree in accounting or a related field preferred.
  • CPA or Enrolled Agent certification, with experience in tax planning and audit support a plus.
What We Offer

As a Tax Professional at H&R Block, you will have the opportunity to work with a dynamic team, develop your skills and expertise, and make a meaningful impact on our clients' lives. We offer a competitive compensation package, comprehensive training, and a supportive work environment that values diversity and inclusion.



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