Financial Services Tax Consultant

7 days ago


Orem, Utah, United States H&R Block Full time

Discover a career that makes a meaningful difference in people's lives at H&R Block.

About Us

We are a leading provider of tax preparation and financial services, dedicated to helping individuals and families navigate complex tax laws and achieve their financial goals.

Estimated Salary: $45,000 - $65,000 per year

Job Description

As a Financial Services Tax Consultant with H&R Block, you will be responsible for providing exceptional client service and support, preparing accurate and compliant tax returns, and identifying opportunities to grow our business through the sale of additional products and services.

You will work closely with clients to understand their unique tax needs, provide personalized advice and guidance, and ensure they receive the best possible outcome. Your expertise will help build trust and confidence with our clients, driving growth and loyalty for our organization.

Your Responsibilities:

  • Conduct tax interviews with clients face-to-face and through virtual tools
  • Prepare complete and accurate tax returns
  • Generate business growth through the sale of additional products and services
  • Provide IRS support and audit representation
  • Mentor and support teammates

Requirements:

  • SUCCESSFUL COMPLETION OF THE H&R BLOCK TAX KNOWLEDGE ASSESSMENT1
  • EXPERIENCE IN ACCOUNTING, FINANCE, BOOKKEEPING OR TAX
  • EXPERIENCE COMPLETING INDIVIDUAL RETURNS
  • EXPERIENCE WORKING IN A FAST-PACED ENVIRONMENT
  • CURRENTLY LICENSED TO PRACTICE IN THE STATE WHERE YOU LIVE

What We Offer:

  • A comprehensive benefits package, including medical coverage, 401(k) retirement savings plan, and employee stock purchase plan
  • Ongoing training and development opportunities to enhance your skills and knowledge
  • A supportive and inclusive work environment that values diversity and promotes teamwork
  • The opportunity to make a meaningful impact in people's lives and contribute to our mission of helping others

Join Our Team:

If you are passionate about delivering exceptional client service, building strong relationships, and driving business growth, we encourage you to apply for this exciting opportunity.


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