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H&R Block

Tax Professional - Franchise Location

H&R Block, Phoenixville, Pennsylvania, United States

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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. Joining H&R Block 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.

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; All certification levels can provide tax notice services; Circular 230 associates can provide audit representation

Mentor and support teammates

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

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, 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 Note 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.

Location Philadelphia, PA

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