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Tax Professional I

2 months ago


Port Washington, Wisconsin, United States H&R Block Full time
About H&R Block

We are a leading provider of tax preparation and financial services, dedicated to helping individuals and businesses navigate the complexities of tax law. Our mission is to provide exceptional service, expertise, and support to our clients, while fostering a culture of trust, care, and connection among our team members.

Job Summary

We are seeking a highly skilled and experienced Tax Professional to join our team. As a Tax Professional, you will be responsible for conducting tax interviews with clients, preparing accurate and complete tax returns, and providing exceptional customer service. You will also have the opportunity to grow your career and develop your skills through our comprehensive training programs and mentorship opportunities.

Key Responsibilities
  • Conduct tax interviews with clients to gather information and provide guidance on tax-related matters
  • Prepare accurate and complete tax returns, including individual, trust, and partnership returns
  • Provide exceptional customer service, responding to client inquiries and resolving issues in a timely and professional manner
  • Stay up-to-date on tax laws and regulations, ensuring compliance with all relevant requirements
  • Mentor and support teammates, sharing your expertise and experience to help them grow and develop
Requirements
  • 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 and technology
  • Ability to effectively communicate in person, via phone, and in writing
  • High school diploma or equivalent
What We Offer
  • A comprehensive training program to help you develop your skills and expertise
  • A supportive and collaborative team environment
  • Opportunities for career growth and advancement
  • A competitive compensation and benefits package
Why Work for H&R Block?

We are committed to building a connected culture, where trust, care, and connections are the foundation of our work together. We believe in the power of people helping people, and we strive to create an environment where everyone feels safe to bring their authentic self to work every day. We are an equal opportunity employer, welcoming and celebrating diversity in the workplace.