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Skilled Tax Specialist

Skilled Tax Specialist

H&R BlockMatthews, NC, United States
8 days ago
Job type
  • Full-time
Job description

About Us :

At H&R Block, we recognize the transformative power of people helping people. Our mission revolves around instilling confidence in our clients, associates, and communities. We take pride in fostering a high-performance culture where everyone feels welcomed and valued.

Our commitment to continuous improvement is embodied in our long-term strategy known as Block Next, aiming for innovation, enhanced client experiences, and sustainable growth. This roadmap is a testament to our dedication to elevate our industry standards.

If you are someone who views challenges as opportunities and seeks to make a meaningful impact in your community, we invite you to join us.

A Day in the Life :

As an experienced Tax Specialist, you will empower clients to make informed decisions regarding their finances. Building trustful relationships will not only enhance client satisfaction but ensure their ongoing loyalty.

Key Responsibilities :

  • Conduct tax interviews with clients through in-person meetings and virtual platforms including video, phone, chat, and email.
  • Accurately prepare and complete tax returns.
  • Drive business growth by increasing client retention and offering additional services / products.
  • Assist clients with IRS inquiries and support.
  • Provide tax notice services, regardless of certification level.
  • Offer audit representation if you hold Circular 230 status.
  • Mentor and provide guidance to fellow teammates.
  • Successfully complete the H&R Block Tax Knowledge Assessment.
  • Have a background in accounting, finance, bookkeeping, or tax.
  • Experience preparing individual tax returns.
  • Thrive in a fast-paced environment.
  • Comfortable with virtual communication tools.
  • Effectively communicate both in writing and verbally.
  • Meet IRS and state requirements.
  • Possess a high school diploma or equivalent.

Preferred Qualifications :

  • Bachelor's degree in accounting or a related field.
  • CPA or Enrolled Agent certification.
  • Experience with complex returns, including individual, trust, and partnership returns.
  • 5+ years in accounting, finance, bookkeeping, or tax.
  • Skilled in conducting virtual tax interviews.
  • Knowledge of tax planning and audit support.
  • Experience in sales or marketing.
  • Why Consider Us :

    At H&R Block, we believe in investing in our associates to ensure their overall well-being. Our benefits are designed to cater to your health, wellness, and financial needs.

  • Employee Assistance Program with Health Advocate.
  • Wellbeing program , BetterYou, to help you establish healthy habits.
  • Support for neurodiversity and caregivers available for you and your family.
  • Various discounts on everyday items and services.
  • Additional Benefits : Medical Coverage, 401k Retirement Savings Plan, and Employee Stock Purchase Plan.
  • The Community You Will Join :

    At H&R Block, we are dedicated to fostering a Connected Culture built on trust and collaboration. We strive to create an environment where everyone feels safe to be their authentic selves, contributing to a larger community.

    Your experience here is enriched by a team committed to mutual growth and support. H&R Block proudly stands as an equal-opportunity employer, celebrating diversity regardless of gender, race, ethnicity, age, disability, religion, sexual orientation, gender identity or expression, or veteran status.

    If you are motivated to make an impact in your community, H&R Block is the right place for you!

    Note : Completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is not a guarantee of employment.

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    Tax Specialist • Matthews, NC, United States

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