Tax Professional

2 weeks ago


Aztec, New Mexico, United States H&R Block Full time
About the Role

We are seeking a highly skilled Tax Professional to join our team at our H&R Block franchise location in AZTEC, New Mexico. As a Tax Professional, you will be responsible for providing expert tax services to our clients, including conducting tax interviews, preparing tax returns, and generating business growth.

Key Responsibilities
  • Conduct tax interviews with clients face-to-face and through virtual tools, including video, phone, chat, and email.
  • Prepare complete and accurate tax returns, ensuring compliance with IRS regulations.
  • Generate business growth, increase client retention, and offer additional products and services to clients.
  • Provide clients with IRS support, including audit representation and tax notice services.
  • Mentor and support teammates to ensure exceptional client service.
Requirements
  • Successful completion of the H&R Block Tax Knowledge Assessment.
  • Experience in accounting, finance, bookkeeping, or tax, with a focus on individual returns.
  • Experience working in a fast-paced environment, with comfort using virtual tools.
  • Ability to effectively communicate in person, via phone, and in writing.
  • High school diploma or equivalent, with a focus on continuing education and professional development.
What We Offer

As a Tax Professional at H&R Block, you will have the opportunity to work with a dynamic team, providing expert tax services to our clients. We offer a competitive salary, comprehensive training, and opportunities for professional growth and development.


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    {"title": "Client Service Representative - Tax Services", "description": "Helping Others is What We Do BestAt 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...