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Tax Professional

Tax Professional

H&R BlockIndian Trail, NC, United States
15 hours ago
Job type
  • Full-time
Job description

Join our team as a Tax Professional at H&R Block, where your expertise will help clients navigate their tax needs with confidence and ease.

Responsibilities

  • Engage in tax interviews with clients both face-to-face and through virtual platforms such as video, phone, and chat.
  • Prepare accurate and comprehensive tax returns with attention to detail.
  • Drive business growth by increasing client retention while offering additional products and services.
  • Support clients with IRS inquiries (available for all certification levels; Circular 230 associates provide audit representation).
  • Mentor and assist your teammates to foster a collaborative work environment.

Qualifications

  • Bachelor's degree in accounting or a related field.
  • CPA or Enrolled Agent certification is required.
  • Experience in preparing complex tax returns (individual, trust, partnership).
  • A minimum of 5 years of experience in accounting, finance, bookkeeping, or tax preparation.
  • Familiarity with conducting virtual tax interviews effectively.
  • Knowledge of tax planning and audit support is a plus.
  • Experience in sales and / or marketing enhances your candidacy.

    • Experience

  • Successful completion of the H&R Block Tax Knowledge Assessment is required.
  • Experience in accounting, finance, bookkeeping, or tax matters.
  • Proficiency in preparing individual tax returns.
  • Ability to thrive in a fast-paced work environment.
  • Comfortable using virtual tools for communication, including video, phone, and chat.
  • Effective communication skills in person, over the phone, and in writing.
  • Must meet continuing education requirements and comply with all IRS and relevant state regulations.
  • High school diploma or equivalent is required; higher education is preferred.

    • Note : Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment does not guarantee employment.

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    Tax Professional • Indian Trail, NC, United States