Tax Professional

2 weeks ago


Morro Bay, California, United States H&R Block Full time
About the Role

We are seeking a highly skilled Tax Professional to join our team at H&R Block's franchise location in Morro Bay, California. As a Tax Professional, you will play a critical role in providing exceptional tax services to our clients, ensuring their financial well-being and confidence in our expertise.

Key Responsibilities
  • Conduct tax interviews with clients, utilizing face-to-face and virtual tools to gather information and provide personalized tax solutions.
  • Prepare accurate and complete tax returns, ensuring compliance with tax laws and regulations.
  • Generate business growth by offering additional products and services to clients, increasing client retention and satisfaction.
  • Provide IRS support and representation, ensuring clients receive the best possible outcome.
  • Mentor and support teammates, fostering a collaborative and inclusive work environment.
Requirements
  • Successful completion of the H&R Block Tax Knowledge Assessment.
  • Experience in accounting, finance, bookkeeping, or tax, with a strong understanding of tax laws and regulations.
  • Ability to work in a fast-paced environment, utilizing virtual tools and technology to deliver exceptional client service.
  • Excellent communication and interpersonal skills, with the ability to effectively communicate with clients and teammates.
  • High school diploma or equivalent, with a strong commitment to ongoing education and professional development.
What We Offer

As a Tax Professional at H&R Block, you will enjoy a competitive salary, comprehensive benefits package, and opportunities for professional growth and development. Join our team and contribute to the success of our clients and our company.


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