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H&R Block

Tax Professional - Franchise Location

H&R Block, Atascadero, California, us, 93423

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Tax Professional - Franchise Location

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H&R Block

What you’ll do As you inspire people to make confident, informed decisions about their lives, careers, and money, you’ll build client relationships that grow stronger every year.

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

Must complete continuing education requirement and meet all other IRS and applicable state requirements

High school diploma / equivalent or higher

Pay Range Successful candidates may participate in incentive compensation or short‑term incentive plans. The pay range for this position is $25.00 – $68.00 per hour. Local minimum wage laws apply.

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