Job highlightsIdentified by Google from the original job postQualifications
Successful completion of the HandR Block Tax Knowledge Assessment1
Experience in accounting, finance, bookkeeping or tax
Experience completing individual returns
Experience working in a fast-paced environment
Comfort working with virtual tools - video, phone and chat
Ability to effectively communicate in person, via phone and in writing
Must complete 10 hour continuing education requirement and meet all other IRS and applicable state requirements
High school diploma / equivalent or higher
Bachelor's degree in accounting or related field
CPA or Enrolled Agent certification
Experience completing complex returns (individual, trust, partnership)
5+ years of experience in accounting, finance, bookkeeping or tax
Experience conducting virtual tax interviews
Experience with tax planning and audit support
Sales and/or marketing experience
Benefits
Our benefit offerings can help associates plan for their unique health, well-being and financial wellness needs
Employee Assistance Program with Health Advocate
Well-being program, BetterYou, to help you build healthy habits
Neurodiversity and caregiver support available to you and your family
Various discounts on everyday items and services
Benefits with additional eligibility requirements: Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan
Click here to check out all available benefits
Responsibilities
Conduct tax interviews with clients face to face and through virtual tools - video, phone, chat, email
Prepare complete and accurate tax returns
Generate business growth, increase client retention, and offer additional products and services
Provide clients with IRS support
All certification levels can provide tax notice services
Circular 230 associates can provide audit representation
Mentor and support teammates
Job descriptionWhat You'll Bring To The Team
Conduct tax interviews with clients face to face and through virtual tools - video, phone, chat, email
Prepare complete and accurate tax returns
Generate business growth, increase client retention, and offer additional products and services
Provide clients with IRS support
All certification levels can provide tax notice services
Circular 230 associatescan provide audit representation
Mentor and support teammatesYour Expertise
Successful completion of the HandR Block Tax Knowledge Assessment1
Experience in accounting, finance, bookkeeping or tax
Experience completing individual returns
Experience working in a fast-paced environment
Comfort working with virtual tools - video, phone and chat
Ability to effectively communicate in person, via phone and in writing
Must complete 10 hour continuing education requirement and meet all other IRS and applicable state requirements
High school diploma / equivalent or higherIt would be even better if you also had
Bachelor's degree in accounting or related field
CPA or Enrolled Agent certification
Experience completing complex returns (individual, trust, partnership)
5+ years of experience in accounting, finance, bookkeeping or tax
Experience conducting virtual tax interviews
Experience with tax planning and audit support
Sales and/or marketing experienceWhy Work for UsAt HandR Block, we believe and invest in our people by committing to their total well-being. Our benefit offerings can help associates plan for their unique health, wellbeing and financial wellness needs.
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.
Various discounts on everyday items and services.
Benefits with additional eligibility requirements: Medical Cov rage, 401k Retirement Savings Plan and Employee Stock Purchase Plan.
Click here to check out all available benefits.The Community You Will Join:At HandR Block 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.HandR 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, HandR Block is the place for you.1 - Enrollment in or completion of the HandR Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment.Sponsored Job#24015