H&R Block
On-siteNew York City, New York, United States or New York, United States
New York City, New York, United States or New York, United StatesOn-siteFull TimeBachelors DegreeSmall
Full TimeBachelors DegreeSmall
Job Summary
Conduct virtual tax interviews and complete individual or complex returns using video, phone, and chat tools. Prepare tax planning strategies and support audits while managing accounts payable and receivable in QuickBooks. Communicate effectively with clients in person and via digital channels to ensure successful tax filing. Candidates must complete the H&R Block Tax Knowledge Assessment and ongoing continuing education to meet IRS and state requirements. This role offers immediate hiring with in-person interviews for experienced professionals in accounting or finance.
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
- 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
- Bachelors 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
Desired Qualifications
- Sales and/or marketing experience
- QuickBooks
- Accounts Payable & Receivable
- finance
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