Experienced Tax Professional/CPA/Enrolled Agent

H&R Block - Carrollton, TX

Part-time,Full-time - Mid Level

Carrollton, TX

Professional, Scientific, and Technical Services

About the position

The Experienced Tax Professional/CPA/Enrolled Agent at H&R Block is responsible for providing tax services to clients, including conducting tax interviews, preparing tax returns, and offering IRS support. This role emphasizes building client relationships and mentoring teammates while working in a fast-paced environment. The position is available on a temporary, part-time, or full-time basis, catering to diverse tax needs with the support of an expert team.

Responsibilities

• Conduct tax interviews with clients face to face and through virtual tools.
• Prepare complete and accurate tax returns.
• Generate business growth and increase client retention.
• Provide clients with IRS support, including tax notice services and audit representation.
• Mentor and support teammates.

Requirements

• Successful completion of the H&R Block Tax Knowledge Assessment.
• Experience in accounting, finance, bookkeeping, or tax.
• Experience completing individual returns.
• Comfort working with virtual tools such as 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 or equivalent.

Nice-to-haves

• 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 stock purchase plan
• Health insurance
• 401(k)
• Employee assistance program