Tax Professional
3 weeks ago
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.
As a Tax Professional - Franchise Location, you will be part of a team that is curious, creative, and always on the move. You will inspire people to make confident, informed decisions about their lives, careers, and money, building client relationships that will grow stronger every year.
You will 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.
**Requirements:**
* 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
**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
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