Tax Expert
4 weeks ago
Help people make confident, informed decisions about their lives, careers, and money by building strong client relationships.
About the RoleWe're seeking a seasoned Tax Professional to serve clients with diverse tax needs, utilizing expert training and a supportive team.
- Bachelor's degree in accounting or a related field
- CPA or Enrolled Agent certification
- Experience completing complex returns (individual, trust, partnership)
- 5+ years of experience in accounting, finance, bookkeeping, or tax
- Experience conducting virtual tax interviews
- Experience with tax planning and audit support
- Sales and/or marketing experience
We believe in the power of people helping people and strive to create a connected culture where everyone feels safe to bring their authentic self to work.
- Employee Assistance Program with Health Advocate
- Wellbeing program, BetterYou, to help build healthy habits
- Neurodiversity and caregiver support available to you and your family
- Variety of discounts on everyday items and services
- Benefits with additional eligibility requirements: Medical Coverage, 401k Retirement Savings Plan, and Employee Stock Purchase Plan
- 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
- All certification levels can provide tax notice services
- Circular 230 associates can provide audit representation
- Mentor and support teammates
- 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, 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
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