H&R Block
Overview
At H&R Block, we believe in the power of people helping people. We provide help and inspire confidence in our clients, associates, and communities. We strive for a high performing, connected culture where everyone belongs. This seasonal role supports clients with diverse tax needs with advanced tax training and an expert team.
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.
Maintain successful completion of the H&R Block Tax Knowledge Assessment as required.
Experience in accounting, finance, bookkeeping or tax and experience completing individual returns.
Work in a fast-paced environment and comfortably use virtual tools (video, phone, chat).
Communicate effectively in person, by phone, and in writing; meet IRS and applicable state requirements.
Qualifications
Bachelor’s degree in accounting or related field (preferred).
CPA or Enrolled Agent certification (preferred).
Experience completing complex returns (individual, trust, partnership).
5+ years of experience in accounting, finance, bookkeeping or tax.
Experience conducting virtual tax interviews and tax planning.
Sales and/or marketing experience (nice to have).
High school diploma or equivalent or higher.
Benefits
Employee Assistance Program with Health Advocate.
Wellbeing program to help build healthy habits.
Neurodiversity and caregiver support available.
Various discounts on everyday items and services.
Benefits with eligibility: Medical Coverage, 401k, Employee Stock Purchase Plan.
More benefits at www.blockbenefits.com.
Community H&R Block is an equal opportunity employer. We 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.
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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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.
Maintain successful completion of the H&R Block Tax Knowledge Assessment as required.
Experience in accounting, finance, bookkeeping or tax and experience completing individual returns.
Work in a fast-paced environment and comfortably use virtual tools (video, phone, chat).
Communicate effectively in person, by phone, and in writing; meet IRS and applicable state requirements.
Qualifications
Bachelor’s degree in accounting or related field (preferred).
CPA or Enrolled Agent certification (preferred).
Experience completing complex returns (individual, trust, partnership).
5+ years of experience in accounting, finance, bookkeeping or tax.
Experience conducting virtual tax interviews and tax planning.
Sales and/or marketing experience (nice to have).
High school diploma or equivalent or higher.
Benefits
Employee Assistance Program with Health Advocate.
Wellbeing program to help build healthy habits.
Neurodiversity and caregiver support available.
Various discounts on everyday items and services.
Benefits with eligibility: Medical Coverage, 401k, Employee Stock Purchase Plan.
More benefits at www.blockbenefits.com.
Community H&R Block is an equal opportunity employer. We 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.
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.
#J-18808-Ljbffr