Financial Specialist

4 days ago


Point Pleasant Beach, New Jersey, United States H&R Block Full time

As a Tax Professional I at H&R Block, you will play a key role in helping individuals and businesses navigate the complexities of tax law. With your expertise and guidance, clients will be able to make informed decisions about their financial futures.

About the Role:

This is an excellent opportunity for experienced tax professionals to join a dynamic team and take their careers to the next level. You will have the chance to work with a diverse range of clients, providing expert advice and support throughout the tax preparation process.

Responsibilities:

  • Conduct comprehensive tax interviews with clients, gathering information on their financial situations and identifying areas for potential savings.

  • Prepare accurate and complete tax returns, leveraging advanced knowledge of tax laws and regulations to minimize errors and maximize refunds.

  • Analyze client data and identify opportunities for business growth, increasing revenue through the sale of additional products and services.

  • Mentor and support colleagues, sharing expertise and best practices to drive team success.

Requirements:

  • Demonstrated experience in accounting, finance, bookkeeping or tax, with a strong understanding of tax laws and regulations.

  • Successful completion of the H&R Block Tax Knowledge Assessment 1.

  • Ability to work effectively in a fast-paced environment, utilizing virtual tools and technology to engage with clients and colleagues.

  • Strong communication and interpersonal skills, with the ability to build trust and rapport with clients and team members.

Benefits:

  • A comprehensive compensation package, including competitive salary and benefits.

  • Opportunities for professional growth and development, including advanced training and certification programs.

  • A supportive and collaborative team environment, fostering open communication and mutual respect.



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