What are the responsibilities and job description for the Tax Associate Specialist position at H&R Block?
About Us
H&R Block is a leading provider of tax preparation and financial services, dedicated to helping individuals and businesses achieve their financial goals. Our purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere.
Job Summary
We are seeking a Tax Associate Specialist to join our team at H&R Block. As a Tax Associate Specialist, you will be responsible for conducting tax interviews with clients, preparing accurate tax returns, and providing exceptional customer service. This role requires strong communication skills, attention to detail, and the ability to work in a fast-paced environment.
Responsibilities
The successful candidate will have the following responsibilities:
- Conduct tax interviews with clients face-to-face and through virtual tools such as video, phone, chat, and email.
- Prepare complete and accurate tax returns, ensuring compliance with IRS regulations.
- Generate business growth by upselling additional products and services to clients.
- Provide clients with excellent customer service, addressing their inquiries and resolving any issues promptly.
- Support office priorities through teamwork and collaboration with colleagues.
Requirements
To be considered for this role, candidates must meet the following requirements:
- Successful completion of the H&R Block Tax Knowledge Assessment or Income Tax Course.
- Experience working in a fast-paced environment, preferably in a customer-facing role.
- Comfort working with virtual tools, including video conferencing software, phone systems, and chat platforms.
- Ability to effectively communicate in person, via phone, and in writing.
- High school diploma or equivalent required; higher education preferred.
Benefits
H&R Block offers a competitive salary and benefits package, including:
- Average estimated annual salary: $40,000 - $60,000 depending on location and experience.
- Employee Assistance Program (EAP) with Health Advocate.
- Wellbeing program, BetterYou, to help you build healthy habits.
- Neurodiversity and caregiver support available to you and your family.
- Variety of discounts on everyday items and services.
- Benefits with additional eligibility requirements: Medical Coverage, 401k Retirement Savings Plan, and Employee Stock Purchase Plan.
Salary : $40,000 - $60,000
