Pre-Season Tax Professional

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

Benefits offered by this job

Employee Assistance Program

Wellbeing program

Various discounts on items and services

Job summary

A tax preparation company located in Willoughby, Ohio, seeks dedicated individuals to conduct tax interviews with clients and provide audit support. The role requires a High School Diploma, effective communication skills, and customer service experience. Additional benefits such as employee assistance programs and medical coverage are available. Join a supportive community that values diversity and personal growth.

Qualifications

• Experience completing individual tax returns.
• Ability to communicate effectively in person and writing.
• Availability to work flexible hours and locations.

Responsibilities

• Conduct tax interviews with clients.
• Increase client retention and support business sales activities.
• Provide IRS audit support as needed.
• Mentor and support teammates.

Skills

Customer service experience

Effective communication

Tax planning

Windows-based computer skills

Education

High School Diploma or equivalent

Job description

Overview

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

• 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 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

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

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.

Legal

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.

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