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H&R Block · 2 weeks ago

Experienced Tax Professional/Enrolled Agent/CPA

Dallas, TX

Part-time

Onsite

Mid, Senior Level

5+ years exp

H&R Block is a company dedicated to helping people and inspiring confidence in their financial decisions. The Experienced Tax Professional will build client relationships, conduct tax interviews, prepare tax returns, and provide IRS support while mentoring teammates.

ConsultingRetailService IndustryTax Preparation

H1B Sponsor Likely

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

Qualification

CPA certificationEnrolled Agent certificationTax preparationAccounting experienceTax planningAudit supportVirtual tax interviewsSales experienceCommunication skillsTeam mentoring

Required

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

Preferred

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

Benefits

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.

Company

H&R Block

Glassdoor3.8

H&R Block is a tax solutions provider that offers tax returns, filings, and advisory services for individuals and businesses. It is a sub-organization of Ameriprise Financial.

Founded in 1955

Kansas City, Missouri, USA

10001+ employees

https://www.hrblock.com

H1B Sponsorship

H&R Block has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2023 (1)