Tax Associate at H&R Block
Overview
You will own client tax preparation and advisory at an H&R Block office, handling 50-100 returns per season. From day one, you'll receive structured training, including the H&R Block Income Tax Course, to build expertise in tax law and client service. You'll work alongside experienced tax professionals who guide you through complex situations. This role stands out for its focus on using Copilot and ChatGPT to streamline workflows and enhance accuracy.
What You'll Do7
- 1Meet with clients to gather financial information and understand their tax situation, ensuring all necessary documents are collected.
- 2Prepare complete and accurate tax returns using H&R Block's proprietary software, with real-time support from senior associates.
- 3Explain tax concepts and recommendations to clients in plain language, confirming their understanding before filing.
- 4Identify tax savings opportunities by analyzing client data, and inform clients about relevant products and services.
- 5Apply problem-solving skills to research and resolve unique client scenarios, using available resources and guidance from teammates.
- 6Build lasting client relationships by delivering exceptional service and maintaining a client-first mindset in all interactions.
- 7Collaborate with office team members to support daily operations, including scheduling, documentation, and client follow-up.
Requirements8
- 1Successful completion of the H&R Block Income Tax Course is required before starting.
- 21+ years experience in a customer service or client-facing role, such as retail, hospitality, or financial services.
- 3Strong communication skills, with the ability to explain complex information clearly and ask probing questions.
- 4Problem-solving aptitude, including organizing information and identifying practical solutions.
- 5Comfort using digital tools, including Copilot and ChatGPT for research and data entry.
- 6High school diploma or GED equivalent; a bachelor's degree in accounting or finance is preferred.
- 7Ability to work 15-35 hours per week, with potential up to 40 hours during peak tax season.
- 8Willingness to work evenings and weekends as needed to meet client demand.
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