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Experienced Tax Professional

Experienced Tax Professional

San Francisco StaffingSan Francisco, CA, US
1 day ago
Job type
  • Full-time
Job description

H&R Block Seasonal Tax Professional

At H&R Block, we believe 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 a long-term strategy and transformation plan known as Block Next. This 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, our door is always open.

A typical day as a seasonal, experienced Tax Professional means serving clients with diverse tax needs with the support of an expert team. You'll provide advanced tax training and have the opportunity to build stronger client relationships every year.

To excel in this position, you should have :

  • Bachelors 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
  • Sales and / or marketing experience

What you'll bring to the team :

  • Conduct tax interviews with clients face to face and through virtual tools video, phone, chat, email
  • Prepare complete and accurate tax returns
  • Generate business growth, increase client retention, and offer additional products and services
  • Provide clients with IRS support
  • Mentor and support 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
  • Comfort working with virtual tools video, phone and chat
  • Ability to effectively communicate in person, via phone and in writing
  • 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, BetterYou, 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
  • 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. 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.

    Pay Range $11.00 - $80.00 / Hr.

    Sponsored Job #3321

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    Tax Professional • San Francisco, CA, US

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