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Experienced Tax Professional
Experienced Tax ProfessionalH&R Block • Lakeland, FL, US
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Experienced Tax Professional

Experienced Tax Professional

H&R Block • Lakeland, FL, US
17 hours ago
Job type
  • Full-time
Job description

Overview

Joining H&R Block as a seasonal, experienced Tax Professional means you'll serve clients with diverse tax needs with the support of an expert team, dedicated to providing you with advanced tax training you'll need to be successful.

Responsibilities

  • 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 meet IRS and applicable state requirements
  • High school diploma / equivalent or higher

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
  • Why work for us

    At H&R Block, we believe and invest in our people by committing to their total well-being. Our benefit offerings can help associates plan for their unique health, wellbeing and financial wellness needs.

  • Employee Assistance Program with Health Advocate.
  • Wellbeing program, BetterYou, to help you build healthy habits.
  • Neurodiversity and caregiver support available to you and your family.
  • Various discounts on everyday items and services.
  • Benefits with additional eligibility requirements : Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan.
  • Check out all available benefits at www.blockbenefits.com.
  • The Community You Will Join

    At H&R Block we remain committed to building a Connected Culture — one in which trust, care, and connections are how we work together as we continue to create an environment where everyone feels safe to bring their authentic self to work every day and feels like they belong as part of a larger team. You will be immersed in an exceptional work environment that is recognized throughout the world on Best Companies lists! You will also be surrounded by colleagues who are committed to helping each other grow and support each other.

    H&R Block is an equal opportunity employer. We welcome and celebrate diversity in the workplace regardless of gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, or veteran status.

    If you're looking to make an impact, H&R Block is the place for you.

    Note : Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment.

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    Tax Professional • Lakeland, FL, US

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