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Senior Tax Consultant

Senior Tax Consultant

H&R BlockMason City, IA, United States
6 days ago
Job type
  • Full-time
Job description

About Us :

At H&R Block, we believe in the power of people helping people. Our mission is to provide assistance and inspire confidence in our clients, associates, and communities everywhere. We are committed to maintaining a high-performing, inclusive culture where everyone feels they belong.

Our long-term strategy, Block Next, focuses on innovation, enhancing client experiences, and achieving sustainable growth. This is our roadmap to improve how we work, serve, and lead in the industry.

If you embrace challenges and want to make a meaningful impact in your community, we invite you to explore opportunities with us.

A Day in Your Role :

As a Senior Tax Consultant at H&R Block, you will empower clients to make informed decisions about their finances and life. You will foster enduring client relationships while working alongside a team of tax experts dedicated to helping you succeed through comprehensive training.

Your Responsibilities :

  • Conduct face-to-face and virtual tax interviews using tools such as video, phone, chat, and email.
  • Prepare accurate and complete tax returns for a diverse clientele.
  • Drive business growth, enhance client retention, and present additional products and services.
  • Provide IRS support to clients, ensuring they receive the assistance needed.
  • Guide and mentor team members.
  • Successfully complete the H&R Block Tax Knowledge Assessment.
  • Utilize experience in accounting, finance, bookkeeping, or tax while completing individual tax returns.
  • Thrive in a fast-paced environment and effectively communicate in person, through phone, and in writing.
  • Meet IRS and applicable state requirements.
  • Hold a high school diploma or equivalent, or higher.

Preferred Qualifications :

  • A 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 of experience in tax, accounting, or finance.
  • Familiarity with conducting virtual tax interviews.
  • Background in tax planning and audit support.
  • Experience in sales and / or marketing.
  • Why Join H&R Block?

    We invest in our people by supporting their overall well-being. Our comprehensive benefits packages can help associates with their health and financial needs.

  • Employee Assistance Program with Health Advocate.
  • Wellbeing program called BetterYou to develop healthy habits.
  • Support for neurodiversity and caregivers, available for you and your family.
  • Discounts on a variety of everyday items and services.
  • Benefits such as medical coverage, 401k Retirement Savings Plans, and Employee Stock Purchase Plan are available with certain eligibility requirements.
  • A Connected Community :

    At H&R Block, we are dedicated to fostering a Connected Culture, built on trust and collaboration, where everyone can bring their authentic self to work. You will be part of an exceptional work environment recognized on numerous Best Companies lists, alongside colleagues committed to mutual growth and support.

    H&R Block is proud to be an equal opportunity employer. We celebrate diversity and welcome applicants from all backgrounds regardless of gender, race, ethnicity, age, disability, religion, or sexual orientation.

    If you're ready to make a significant impact, H&R Block is the perfect place for you!

  • Completion of the H&R Block Income Tax Course or Tax Knowledge Assessment does not guarantee employment.
  • Create a job alert for this search

    Senior Tax • Mason City, IA, United States

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