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H&R Block

Tax Professional - Franchise Location

H&R Block, Osage, Iowa, United States, 50461

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Tax Professional - Franchise Location H&R Block

We are hiring a seasonal Tax Professional to serve clients with diverse tax needs.

Responsibilities

Conduct tax interviews with clients face-to-face and using virtual tools (video, phone, chat, email).

Prepare accurate tax returns and provide additional products and services.

Generate business growth, increase client retention, and offer additional products and services.

Provide IRS support, including tax notice services and audit representation with appropriate certifications.

Mentor and support teammates.

Qualifications and Experience

Bachelor’s degree in accounting or related field.

CPA or Enrolled Agent certification.

5+ years of experience in accounting, finance, bookkeeping or tax.

Experience completing complex returns (individual, trust, partnership).

Experience conducting virtual tax interviews.

Experience with tax planning and audit support.

Sales and/or marketing experience.

Skills and Competencies

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 with virtual tools (video, phone, chat).

Effective communication 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.

Additional Training 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 and Employment

Seniority level: Not Applicable.

Employment type: Full-time.

Job function: Accounting/Auditing and Finance.

Industries: Retail.

Benefits & Referral Program Referrals increase your chances of interviewing at H&R Block by 2x. Get notified about new Tax Specialist jobs in Osage, IA.

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