Tax Professional - Franchise Location
On-siteLenoir City, Tennessee, United States
Lenoir City, Tennessee, United StatesOn-siteFull TimeEnterprise
Full TimeEnterprise
Job Summary
Conduct face-to-face and virtual tax interviews, preparing complete and accurate returns while generating business growth and increasing client retention. Provide clients with IRS support and audit representation as a Circular 230 associate, mentor teammates, and offer additional products and services. Complete the H&R Block Tax Knowledge Assessment, continuing education requirements, and all applicable IRS and state mandates. This seasonal role supports clients with diverse tax needs through advanced training and a dedicated team environment.
Required Qualifications
- 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
- 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 requirement and meet all other IRS and applicable state requirements
- High school diploma / equivalent or higher
Desired 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
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.