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H&R Block

Tax Professional - Franchise Location

H&R Block, Lincoln City, Oregon, United States, 97367

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Tax Professional - Franchise Location

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H&R Block

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Job 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 , 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 via 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.

Required Qualifications

Bachelor’s degree in accounting or a 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.

Preferred 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 requirements and meet all other IRS and applicable state requirements.

High school diploma / equivalent or higher.

Seniority level Not Applicable

Employment type Full-time

Job function Accounting/Auditing and Finance

Industries Retail

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