Financial Services Associate

3 weeks ago


Polson, Montana, United States H&R Block Full time
Job Summary

H&R Block is seeking a Tax Associate to join our team. As a Tax Associate, you will be responsible for conducting tax interviews with clients, preparing tax returns, and generating business growth through the sale of additional products and services.

Estimated Salary: $35,000 - $45,000 per yearKey Responsibilities
  • Conduct tax interviews with clients to determine their tax needs.
  • Prepare complete and accurate tax returns using H&R Block's software and expertise.
  • Develop and maintain strong relationships with clients through excellent customer service.
Requirements
  • Successful completion of the H&R Block Income Tax Course or Tax Knowledge Assessment.
  • Experience working in a fast-paced environment, preferably in a customer-facing role.
  • Comfort working with virtual tools, including video conferencing and phone calls.
  • Excellent communication and interpersonal skills.
Benefits
  • Comprehensive benefits package, including medical coverage, 401(k) retirement savings plan, and employee stock purchase plan.
  • Ongoing training and development opportunities.
  • A supportive and inclusive work environment that values diversity and inclusion.


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