Tax Professional

Tax Professional duties include:

• Conducting face-to-face tax interviews with clients
• Preparing complete and accurate tax returns
• Generating business growth, increasing client retention, and offering additional products and services
• Providing IRS audit support
• Mentoring and supporting teammates

Minimum Qualifications

Required Skills & Experience:

• High School Diploma or equivalent
• Experience in accounting, finance, bookkeeping or tax
• Experience completing individual returns
• Tax planning and audit support
• Ability to effectively communicate in person and in writing
• Experience working in a fast-paced environment
• Successful completion of the H&R Block Tax Knowledge Assessment or equivalent
• Must complete 18-hour continuing education requirement and meet all other IRS and applicable state requirements

Preferred Skills & Experience:

• Bachelor’s degree in Accounting or related field
• CPA or Enrolled Agent certification
• Experience completing complex returns (individual, trust, partnership)
• 5+ years experience in accounting, finance, bookkeeping or tax
• Sales and/or marketing experience

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