Tax Professional

4 weeks ago


Ashland, Ohio, United States H&R Block Full time

About the Role:

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

Key Responsibilities:

  • Conduct tax interviews with clients face-to-face and through virtual tools
  • Prepare complete and accurate tax returns
  • Generate business growth, increase client retention, and offer additional products and services
  • Provide clients with IRS support
  • Support office priorities through teamwork and collaboration

Requirements:

  • Successful completion of the H&R Block Tax Knowledge Assessment or Income Tax Course
  • Experience working in a fast-paced environment
  • Comfort working with virtual tools, including video, phone, and chat
  • Ability to effectively communicate in person, via phone, and in writing
  • Must meet all other IRS and applicable state requirements
  • High school diploma or equivalent

About H&R Block:

H&R Block is a leading provider of tax preparation and financial services. We are committed to helping our clients achieve their financial goals and providing them with the support and resources they need to succeed.

Why Work for H&R Block:

We offer a competitive salary and benefits package, as well as opportunities for professional growth and development. Our team is dedicated to providing exceptional service to our clients and supporting each other in our roles.



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