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Tax Professional I

1 month ago

East Providence, Rhode Island, United States H&R Block Full time
Job Title: Tax Professional I

About the Role:

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 connected culture, valuing diversity and inclusion and making everyone feel like they belong.

Job Summary:

We are seeking a Tax Professional I to join our team. As a Tax Professional I, you will conduct tax interviews with clients, prepare complete and accurate tax returns, and generate business growth. You will also provide clients with IRS support and mentor and support teammates.

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

Requirements:

* Successful completion of the H&R Block Tax Knowledge Assessment
* Experience in accounting, finance, bookkeeping or tax
* Experience completing individual returns
* 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 complete 10 hour continuing education requirement and meet all other IRS and applicable state requirements
* High school diploma / equivalent or higher

What We Offer:

At H&R Block, we believe and invest in our people by committing to their total well-being. Our benefit offerings can help associates plan for their unique health, wellbeing and financial wellness needs.

Benefits:

* Employee Assistance Program with Health Advocate
* Wellbeing program, BetterYou, to help you build healthy habits
* Neurodiversity and caregiver support available to you and your family
* Various discounts on everyday items and services
* Benefits with additional eligibility requirements: Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan

Why Work for Us:

At H&R Block, we remain committed to building a Connected Culture one in which trust, care, and connections are how we work together as we continue to create an environment where everyone feels safe to bring their authentic self to work every day and feels like they belong as part of a larger team.

Join Our Team:

If you're looking to make an impact, H&R Block is the place for you.

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
* All certification levels can provide tax notice services
* Circular 230 associates can provide audit representation
* Mentor and support teammates

Your Expertise:

* Successful completion of the H&R Block Tax Knowledge Assessment
* Experience in accounting, finance, bookkeeping or tax
* Experience completing individual returns
* 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 complete 10 hour continuing education requirement and meet all other IRS and applicable state requirements
* High school diploma / equivalent or higher