Tax Advisor Specialist
5 days ago
H&R Block is a leading provider of tax preparation and financial services, with a strong commitment to helping individuals and families achieve their financial goals. Our Tax Professionals play a critical role in delivering exceptional client experiences and driving business growth.
About the Role:
We are seeking a highly skilled Tax Professional to join our team as a seasonal representative. This is an exciting opportunity for individuals who enjoy working with people, have a passion for taxes, and are looking for a dynamic and fast-paced work environment.
Key Responsibilities:
- Conduct thorough tax interviews with clients to understand their financial situations and provide personalized recommendations
- Prepare accurate and complete tax returns, taking into account complex tax laws and regulations
- Identify opportunities to upsell additional services and products to clients, driving business growth and revenue
- Mentor and support colleagues to ensure they meet their full potential and provide exceptional client service
Requirements:
To be successful in this role, you will need:
- A bachelor's degree in accounting or a related field, or equivalent experience
- Certification as a CPA or Enrolled Agent, or ability to obtain within 6 months
- Proven experience in accounting, finance, bookkeeping, or tax, with a focus on individual returns
- Strong communication and interpersonal skills, with the ability to work effectively with clients and colleagues
- Ability to work in a fast-paced environment, with a focus on meeting deadlines and delivering high-quality results
Benefits:
We offer a competitive salary, plus a range of benefits, including:
- Base salary $58,000 - $65,000 per year, depending on location and experience
- Commission-based sales incentives, up to $10,000 per year
- Ongoing training and development opportunities, to help you advance your career
- A supportive and inclusive work environment, with a focus on diversity, equity, and inclusion
- Access to exclusive discounts and perks, through our partnership with various brands
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