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Tax Professional / Enrolled Agent

H&R Block Montery, CA

Tax Professional / Enrolled Agent

Monterey, CA
Full Time
Paid
  • Responsibilities

    Job Description

    Would you like to walk into a great situation and step in to a know book of business? We have had a tax professional retire and am looking for the ideal candidate to take and serve over 300 clients! This is an instant book of business and guarantees long term success for you.

    ​We are seeking experienced Tax Professionals who want to grow their career and be a part of our network of expert professionals who enjoy serving clients with diverse tax needs.

    RESPONSIBILITIES:

    • 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
    • Support office priorities through teamwork and collaboration
    • 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

    WE OFFER:

    • Competitive pay
    • Flexible schedules
    • Advanced tax training
    • Career advancement opportunities

    Compensation range is based on experience and qualifications.

    Bilingual candidates strongly encouraged to apply!

    WE WILL PROVIDE ALL THE TOOLS AND RESOURCES NEEDED TO EXCEL IN THIS ROLE! APPLY TODAY!

    Company Description

    We pride ourselves on providing our associates the opportunity to build a career, build a future, and build a life. Discover what else you can do by joining H&R Block. Apply Today!