Pre-Season Tax Professional

H&R Block; Alabaster (AL); On-site; USD 35,000 - 50,000; Full time

Benefits offered by this job

Employee Assistance Program

Wellbeing program

Discount programs

401k Retirement Savings Plan

Employee Stock Purchase Plan

Job summary

A leading tax preparation company in Alabama is seeking qualified candidates to conduct client tax interviews, assist with IRS audits, and contribute to client retention. Successful applicants should have a High School Diploma or equivalent, experience in tax returns, and effective communication skills. The position also offers a range of benefits that support employee wellbeing and financial planning, catered in a professional and diverse environment.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment or Income Tax Course.
• Experience in completing individual tax returns.
• Ability to work adaptable hours and locations.

Responsibilities

• Conduct tax interviews with clients.
• Provide IRS audit support and attend audits as required.
• Mentor and support teammates.

Skills

Knowledge of Windows-based systems

Customer service experience

Effective communication skills

Education

High School Diploma or equivalent

Job description

Typical Day

• Conduct tax interviews with clients
• Increase retention of all clients
• Offer additional products and services
• Generate business growth by supporting business to business sales activities
• Provide IRS audit support & attend audits as needed
• Further develop tax expertise
• Mentor and support teammates

Preferred Qualifications

• Knowledge and experience with a Windows-based computer system
• Experience working in a fast-paced customer service environment
• Availability to work in multiple locations and/multiple hours

What You'll Bring

• High School Diploma or equivalent
• Experience completing individual returns
• Tax planning and audit support
• Ability to effectively communicate in person and in writing
• Successful completion of the H&R Block Tax Knowledge Assessment or Income Tax Course
• Additional experience for this position is acquired through training upon hiring

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
• Various discounts on everyday items and services
• Benefits with additional eligibility requirements: Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan
• Check out all available benefits at www.blockbenefits.com

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.

1 - Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment.