Tax Professional

Company: H&R Block
Location: Daly City
Posted on: November 16, 2021

Job Description:

What you'll do...

Helping others is what we do best here, which means you will get to see the impact of your work firsthand. As you inspire people to make confident, informed decisions about their lives, careers, and money, you will build client relationships that will grow stronger each year.

Joining H&R Block as an Accelerated Tax Associate means you will have the support of an expert team dedicated to providing you with the advanced tax training you will need to be successful. You will also have the freedom, flexibility, and extra earnings you will need to embrace what makes your life uniquely yours.

H&R Block is the industry's largest consumer tax services provider*; and we have been focused on client service for over 60 years. When you join our team, you will find that we are here to live our purpose - to provide help and inspire confidence in our clients and communities everywhere.

Day to day, you'll...

• Conduct face-to-face tax interviews with clients
• Prepare complete and accurate tax returns
• Generate business growth, increase client retention, and offer additional products and services
• Provide IRS audit support
• Support office priorities through teamwork and collaboration
  
  You'll complete...
  
  
  • Eight hours of paid training and the Tax Associate certification in addition to required new tax professional training
  • Tax Specialist Certification Exam by 1/21/2022
    
    It would be even better if you also had...
    
    
    • Previous experience in a customer service environment
    • Sales and/or marketing experience
      
      Bilingual candidates are strongly encouraged to apply!
      
      *Based on annual revenues for sales of tax preparation products and services.
      
      **Enrollment in or completion of the H&R Block Income Tax Course is neither an offer nor a guarantee of employment.
      
      What you'll bring to the team...
      
      
      • Ability to effectively communicate in person and in writing
      • Experience working in a fast-paced environment
      • Successful completion of the H&R Block Tax Knowledge Assessment or Income Tax Course**
      • Must complete 18-hour continuing education requirement and meet all other IRS and applicable state requirements
        
        Requirements
        
        
        • Ability to work a minimum of 35 hours weekly throughout tax season and 40 hours during peak weeks
        • Ability to work in multiple locations within a designated group of offices
        • High school diploma or equivalent
          
          About H&R Block...
          
          We are here to live our purpose to provide help and inspire confidence in our clients and communities everywhere. We take our work personally, because we know what it represents: Families and homes. Livelihoods and lives.
          
          We've been true to that purpose since brothers Henry and Richard Bloch founded our company in 1955. Since then, we've grown to approximately 12,000 tax offices throughout the United States and around the world. When you join our team, you'll add to the momentum of a forward-thinking company - one that defined an industry and is now leading its transformation. Associated topics: client, loan officer, loan review officer, mortgage loan, mortgage loan officer, mortgage originator, personal banker iii, personal banker iv, relationship, sell

Keywords: H&R Block, Daly City , Tax Professional, Other , Daly City, California