H&R Block
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Tax Professional - Franchise Location
role at
H&R Block
Overview 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.
Responsibilities
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
Mentor and support teammates
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
Required Qualifications
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 continuing education requirement and meet all other IRS and applicable state requirements
High school diploma / equivalent or higher
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.
Seniority level
Not Applicable
Employment type
Full-time
Job function
Accounting/Auditing and Finance
Industries: Retail
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Tax Professional - Franchise Location
role at
H&R Block
Overview 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.
Responsibilities
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
Mentor and support teammates
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
Required Qualifications
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 continuing education requirement and meet all other IRS and applicable state requirements
High school diploma / equivalent or higher
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.
Seniority level
Not Applicable
Employment type
Full-time
Job function
Accounting/Auditing and Finance
Industries: Retail
#J-18808-Ljbffr