Tax Professional - Franchise Location
On-siteNewton, Iowa, United States
Newton, Iowa, United StatesOn-siteFull TimeEnterprise
Full TimeEnterprise
Job Summary
Conduct face-to-face and virtual tax interviews, prepare accurate returns, and provide IRS support while generating business growth and increasing client retention. Offer additional products and services to diverse clients, mentor teammates, and deliver tax notices or audit representation depending on your certification level. Complete the H&R Block Tax Knowledge Assessment, continuing education requirements, and all applicable state regulations. This seasonal role requires experience in accounting, finance, or tax, proficiency with virtual tools, and the ability to communicate effectively in person and via phone.
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
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