Financial Services Advisor
7 days ago
H&R Block is a leading provider of tax and financial services, dedicated to helping individuals and businesses achieve their financial goals. With a strong commitment to excellence and innovation, the company has become a trusted partner for millions of clients worldwide.
About the RoleWe are currently seeking a Tax Professional I to join our team in this exciting role. As a key member of our team, you will be responsible for providing expert tax advice and support to clients, ensuring that they receive accurate and timely service. Your primary goal will be to deliver exceptional client experiences, driving business growth and increasing client retention through your expertise and knowledge.
Key Responsibilities- Conduct thorough tax interviews with clients, either face-to-face or virtually, using advanced tax tools and technology.
- Prepare accurate and complete tax returns, adhering to all relevant laws and regulations.
- Demonstrate expertise in generating business growth, increasing client retention, and offering additional products and services.
- Provide top-notch IRS support, including audit representation for certified associates.
- Mentor and support fellow team members, promoting a culture of collaboration and excellence.
- Successful completion of the H&R Block Tax Knowledge Assessment.
- Proven experience in accounting, finance, bookkeeping, or tax, with a focus on individual returns.
- Adept at working in fast-paced environments, with comfort using virtual tools, including video, phone, and chat.
- Exceptional communication skills, both written and verbal.
- High school diploma or equivalent required; Bachelor's degree preferred.
- A competitive salary range of $55,000 - $65,000 per year, based on location and experience.
- A comprehensive benefits package, including medical coverage, 401(k) retirement savings plan, and employee stock purchase plan.
- Ongoing training and development opportunities to enhance your skills and knowledge.
- A dynamic and supportive work environment, recognized as one of the best companies to work for.
- The chance to make a real difference in the lives of our clients and contribute to the success of a leading industry player.
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