Tax Professional
CLEARFIELD, UTJobSeen 5 days agoSeen in employer's feed 5 days ago
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Job overview
H&R Block’s Tax Associate conducts client tax interviews, prepares tax returns, provides IRS support, and helps grow and retain client relationships. The role includes tax training and support from an expert team. Candidates must complete the H&R Block Tax Knowledge Assessment or Income Tax Course, meet IRS and applicable state requirements, and have a high school diploma or equivalent. A bachelor’s degree and customer service or retail experience are preferred.
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Full job description
TS26 Tax Associate Our Company At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a high performing, connected culture, where everyone feels like they belong. We strive to continuously improve our business and have committed to a long-term strategy and transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we work, how we serve, and how we lead in our industry. At H&R Block, we're curious, creative, and always on the move. If you embrace challenges as opportunities and seek to make a meaningful difference where you live, work, and play, our door is always open. A Typical Day.... Joining H&R Block as a Tax Associate means you will have the support of an expert team dedicated to providing you with the tax training you need to be successful. You will also have the freedom, flexibility, and extra earnings you will need to embrace what makes your life uniquely yours. What You'll Bring to the Team: - 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 - Support office priorities through teamwork and collaboration - Grow your tax expertise Your Expertise: - Successful completion of the H&R Block Tax Knowledge Assessment or Income Tax Course1 - 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 all other IRS and applicable state requirements - High school diploma / equivalent or higher It would be even better if you also had: - Bachelor's degree in accounting or related field - Previous experience in a customer service or retail environment - Experience working in a fast-paced, supportive environment - Ability to work a minimum of 25-35 hours weekly throughout tax season and up to 40 hours during peak weeks
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