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Experienced Tax Specialist
Experienced Tax SpecialistH&R Block • Puyallup, WA, United States
Experienced Tax Specialist

Experienced Tax Specialist

H&R Block • Puyallup, WA, United States
11 hours ago
Job type
  • Full-time
Job description

Join Our Team as an Experienced Tax Specialist!

A Typical Day :

As part of our dynamic team at H&R Block, you'll empower clients to make informed decisions about their finances, careers, and lives, fostering strong relationships that develop year after year.

In your role as a seasonal Experienced Tax Specialist, you will cater to a wide array of client tax needs, backed by a dedicated team and comprehensive advanced tax training to ensure your success.

Your Responsibilities :

  • Conduct personalized tax interviews with clients both face-to-face and via virtual tools including video, phone, chat, and email.
  • Prepare and file accurate, complete tax returns.
  • Drive business growth through increased client retention and offering additional products and services.
  • Provide expert IRS support, with varying levels of certification allowing for different levels of representation.
  • Mentor and assist teammates in providing exceptional client service.

Your Qualifications :

  • Successfully complete the H&R Block Tax Knowledge Assessment.
  • Bring your experience in accounting, finance, bookkeeping, or tax preparation.
  • Have a proven track record of preparing individual tax returns.
  • Thrive in a fast-paced work environment.
  • Feel comfortable utilizing virtual communication tools.
  • Communicate effectively in person, by phone, and in written formats.
  • Commit to completing continuing education requirements and meet IRS and relevant state prerequisites.
  • Possess a high school diploma or equivalent (higher education preferred).
  • Preferred Qualifications :

  • Bachelor's degree in accounting or related field.
  • CPA or Enrolled Agent certification.
  • Experience with complex returns including individuals, trusts, and partnerships.
  • 5+ years of experience in accounting, finance, bookkeeping, or tax.
  • Proficiency in conducting virtual tax interviews.
  • Experience in tax planning and audit support.
  • Sales and marketing experience is a plus.
  • Note : Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment does not guarantee employment.

    Compensation :

    The pay range for this position is $18.00 - $23.00 per hour. Pay decisions will be based on job-related factors including experience, education, skills, performance, and geographic location. Successful candidates may be eligible for incentive compensation plans and additional benefits, including medical coverage, 401(k), fitness programs, and tax preparation benefits.

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    Experienced Tax • Puyallup, WA, United States

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