Tax Professional - Franchise Location
$43,680–$124,800 year
On-siteEagle, Colorado, United States
Eagle, Colorado, United StatesOn-siteFull Time$43,680–$124,800 yearEnterprise
Full TimeEnterprise
Job Summary
Conduct face-to-face and virtual tax interviews, prepare complete returns, and provide IRS support to diverse clients. Generate business growth by offering additional products and services while mentoring teammates. Complete the H&R Block Tax Knowledge Assessment and continuing education to maintain certification levels. This seasonal role requires experience in accounting, finance, or tax, with a focus on fast-paced client interactions and virtual tool proficiency.
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.