Tax Professional

5 days ago

West Bend, Wisconsin, 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 West Bend, Wisconsin. As a Tax Professional, you will play a critical role in providing exceptional client service and ensuring accurate and timely tax preparation.

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, taking into account complex tax laws and regulations.
  • Generate business growth, increase client retention, and offer additional products and services to clients.
  • Provide clients with IRS support and represent them in audit situations.
  • Mentor and support teammates to ensure a high level of service delivery.
Requirements
  • Successful completion of the H&R Block Tax Knowledge Assessment.
  • Experience in accounting, finance, bookkeeping, or tax, with a focus on individual returns.
  • Ability to work in a fast-paced environment and effectively communicate with clients and colleagues.
  • Comfort working with virtual tools and ability to adapt to new technologies.
  • 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, develop your skills and expertise, and make a meaningful impact on our clients' lives. We offer a competitive salary, comprehensive training, and opportunities for advancement.

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