Tax Professional I

4 weeks ago


Vista, California, 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.

Key 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

About H&R Block:

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.

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 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.

Equal Opportunity Employer:

H&R Block is an equal opportunity employer. We welcome and celebrate diversity in the workplace regardless of gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, or veteran status.

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

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.

Join Our Team:

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

Disclaimer:

1 - Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment.

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