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Tax Professional

2 months ago

Lebanon, Pennsylvania, 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 play a critical role in providing exceptional tax services to our clients, ensuring their financial well-being and trust in our company.

Key Responsibilities
  • Conduct thorough tax interviews with clients to understand their financial situations and provide personalized tax solutions.
  • Prepare accurate and complete tax returns, ensuring compliance with all relevant tax laws and regulations.
  • Identify opportunities to grow business, increase client retention, and offer additional products and services to enhance client satisfaction.
  • Provide exceptional customer service, addressing client inquiries and concerns in a timely and professional manner.
  • Collaborate with colleagues to achieve office priorities, promoting a culture of teamwork and excellence.
Requirements
  • Successful completion of the H&R Block Tax Knowledge Assessment or Income Tax Course.
  • Experience working in a fast-paced environment, with a proven ability to multitask and prioritize tasks effectively.
  • Comfort working with virtual tools, including video, phone, and chat platforms.
  • Excellent communication skills, with the ability to effectively communicate in person, via phone, and in writing.
  • High school diploma or equivalent, with a strong foundation in mathematics and accounting principles.
What We Offer
  • A comprehensive training program to ensure your success as a Tax Associate.
  • A supportive and collaborative work environment, with opportunities for growth and professional development.
  • A competitive compensation package, including incentive pay for meeting performance targets.
  • A range of benefits, including employee assistance programs, wellbeing initiatives, and discounts on everyday items and services.