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Experienced Tax Professional

Experienced Tax Professional

Montana StaffingWhitefish, MT, US
9 days ago
Job type
  • Full-time
Job description

H&R Block Seasonal Tax Professional

Our company at H&R Block believes in the power of people helping people. Our purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. 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. 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 as a seasonal, experienced tax professional means you will serve clients with diverse tax needs with the support of an expert team, dedicated to providing you with advanced tax training you'll need to be successful. It would be even better if you also had a bachelor's degree in accounting or related field, CPA or enrolled agent certification, experience completing complex returns (individual, trust, partnership), 5+ years of experience in accounting, finance, bookkeeping or tax, experience conducting virtual tax interviews, experience with tax planning and audit support, and sales and / or marketing experience.

What you'll bring to the team includes conducting tax interviews with clients face to face and through virtual tools video, phone, chat, email, preparing complete and accurate tax returns, generating business growth, increasing client retention, and offering additional products and services, providing clients with IRS support, all certification levels can provide tax notice services, circular 230 associates can provide audit representation, mentoring and supporting teammates, successful completion of the H&R Block Tax Knowledge Assessment, experience in accounting, finance, bookkeeping or tax, experience completing individual returns, experience working in a fast-paced environment, and comfort working with virtual tools video, phone and chat. Ability to effectively communicate in person, via phone and in writing, and must meet IRS and applicable state requirements.

High school diploma / equivalent or higher.

Why work for us at H&R Block? We believe and invest in our people by committing to their total well-being. Our benefit offerings can help associates plan for their unique health, wellbeing and financial wellness needs. Employee assistance program with health advocate, wellbeing program, better you, 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.

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Tax Professional • Whitefish, MT, US

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