Pre-Season Tax Professional

H&R Block; Eugene (OR); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Employee Assistance Program

Wellbeing program

Various discounts on everyday items and services

Medical coverage

401k retirement savings plan

Job summary

A leading tax services company in Eugene, Oregon is seeking a dedicated professional to conduct tax interviews and support clients in achieving their financial wellness. The ideal candidate holds a High School Diploma and brings customer service experience as well as tax planning skills. Responsibilities include offering IRS audit support and mentoring teammates within a supportive work environment. The company is known for its commitment to employee wellbeing and offers various benefits, making it an excellent place to grow your career.

Qualifications

• Knowledge and experience with a Windows-based computer system.
• Availability to work in multiple locations and hours.
• Successful completion of the H&R Block Tax Knowledge Assessment or Income Tax Course.

Responsibilities

• Conduct tax interviews with clients.
• Mentor and support teammates.
• Provide IRS audit support as needed.
• Increase retention of all clients.

Skills

Customer service experience

Tax planning skills

Effective communication

Mentorship abilities

Education

High School Diploma or equivalent

Tools

Windows-based computer system

Job description

A 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

It would be even better if you also had

• 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 to the team

• 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 Course1
• Additional experience for this position is acquired through training upon hiring

Why work for us

At H&R 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 Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan.
• Check out all available benefits at www.blockbenefits.com.

The Community You Will Join

At H&R 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.

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, H&R Block is the place for you.

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.

Sponsored Job #12103