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Financial Services Specialist

H&R Block, Inc.
Los Osos, CA Full Time
POSTED ON 1/30/2025
AVAILABLE BEFORE 2/13/2025
Financial Services Specialist Opportunity
We are looking for a highly skilled Financial Services Specialist to join our team at H&R Block, Inc. In this role, you will play a crucial part in providing top-notch financial services to our clients. Your key responsibilities will include conducting tax interviews, preparing tax returns, and identifying opportunities to offer additional products and services that meet the unique needs of each client.

Key Roles and Responsibilities:

  • Conduct comprehensive tax interviews to gather client information.
  • Prepare detailed tax returns to ensure accuracy and completeness.
  • Identify opportunities to offer additional products and services that align with client needs.
  • Provide exceptional client service and support to build long-term relationships.

Annual Compensation: $62,500 - $92,000 based on location and experience.

Salary : $62,500 - $92,000

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