What are the responsibilities and job description for the Tax Preparer position at Block Advisors?
At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a high performing, connected culture, where everyone feels like they belong.
We strive to continuously improve our business and have committed to a long-term strategy and transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we work, how we serve, and how we lead in our industry.
At H&R Block, we're curious, creative, and always on the move. If you embrace challenges as opportunities and seek to make a meaningful difference where you live, work, and play, our door is always open.
A Typical Day...
As you inspire people to make confident, informed decisions about their lives, careers, and money, you’ll build client relationships that will grow stronger every year.
Joining Block Advisors as a Tax Professional means you’ll serve clients with diverse tax needs and you’ll have the support of an expert team, dedicated to providing you with advanced tax training you’ll need to be successful.
It would be even better if you also had...
- CPA or Enrolled Agent certification
- Experience completing complex tax returns
- 5 years of experience in accounting, finance, bookkeeping or tax
- Experience conducting in person and virtual tax interviews that create confidence in clients
- Tax planning and audit support experience
- Sales and/or marketing experience
What you'll bring to the team...
- Conduct tax interviews with clients in person and support do it yourself online tax clients through virtual tools (i.e., video conferencing, phone, chat, email)
- Generate business growth, increase client retention, and offer additional products and services
- Understand that teamwork is essential to our success - communicate and coordinate regularly with leaders and peers about how your work is impacting results
- Grow your tax expertise
Your Expertise
- Experience completing individual tax returns
- Experience working in a fast-paced environment
- Access to high speed, reliable internet
- Experience and skilled in technology (specifically MS Teams and Outlook)
- Inspire confidence in our clients with your ability to communicate complex tax situations concisely via phone, email and chat as well as in-person
- Experience utilizing effective customer service techniques
- Analytical and problem-solving skills
- Successful completion of the H&R Block Tax Knowledge Assessment or equivalent
- Availability to work a minimum of 20 hours a week during peak tax season
- Skill in researching information using various tax and publication tools to understand the client’s need (i.e., IRS Publications/Instructions)
The Community You Will Join
At Block Advisors we remain committed to building a Connected Culture — one in which trust, care, and connections are how we work together as we continue to create 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.
You will be immersed in an exceptional work environment that is recognized throughout the world on Best Companies lists! You will also be surrounded by colleagues who are committed to helping each other grow and support each other.
H&R Block is an equal opportunity employer. We welcome and celebrate diversity in the workplace regardless of gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, or veteran status.
If you’re looking to make an impact, Block Advisors is the place for you.
Salary : $25 - $35