Tax Professional
4 days ago
H&R Block is a global leader in tax preparation services. As a Financial Services Representative, you will play a key role in helping clients navigate complex tax laws and regulations.
Job Overview:
We are seeking highly motivated and detail-oriented individuals to join our team of Financial Services Representatives. In this role, you will work directly with clients to gather information, prepare tax returns, and provide guidance on financial planning strategies.
About the Job:
As a Financial Services Representative at H&R Block, your primary responsibility will be to conduct tax interviews with clients, either in-person or virtually. You will need to have excellent communication skills, as well as the ability to work effectively in a fast-paced environment. Additional responsibilities may include generating business growth, increasing client retention, and offering additional products and services.
Required Skills and Qualifications:
- Bachelor's degree in accounting or related field
- Successful completion of the H&R Block Tax Knowledge Assessment or Income Tax Course
- Experience working in a customer service or retail environment
- Ability to work a minimum of 25-35 hours weekly throughout tax season and up to 40 hours during peak weeks
Benefits:
- Employee Assistance Program with Health Advocate
- Wellbeing program, BetterYou, to help you build healthy habits
- Neurodiversity and caregiver support available to you and your family
- Variety of discounts on everyday items and services
- Medical Coverage, 401k Retirement Savings Plan, and Employee Stock Purchase Plan (with eligibility requirements)
About H&R Block:
H&R Block is committed to building a Connected Culture that values diversity, inclusion, and employee well-being. We believe in creating an environment where everyone feels safe to bring their authentic self to work every day and feels like they belong as part of a larger team.
At H&R Block, we strive to continuously improve our business and have committed to a long-term strategy and transformation plan known as Block Horizons 2025. Our end goal is simple: bigger ambitions, faster transformation, and extraordinary results. It's an exciting time to be a part of H&R Block.
Salary Estimate:$50,000 - $70,000 per year, depending on location and experience.
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