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H&R Block - Broomfield, CO
posted 4 days ago
About the position
In this role, you will be responsible for building year-round client relationships and providing comprehensive tax services including tax preparation, audit support, and planning. You will create confidence in our clients by conducting tax interviews both face-to-face and through virtual tools such as video conferencing, phone, chat, and email. Additionally, you will be tasked with generating business growth, increasing client retention, and offering additional products and services while continuously growing your tax expertise.
Responsibilities
- Build year-round client relationships
- Provide tax preparation, tax audit support and tax planning year-round
- Conduct tax interviews face to face and through virtual tools (video conferencing, phone, chat, email)
- Generate business growth and increase client retention
- Offer additional products and services
- Grow your tax expertise
Requirements
- 5+ years of tax experience
- Experience completing individual tax returns
- Tax planning and audit support
- Ability to effectively communicate in person and virtually
- Comfort working with virtual tools - video conferencing and chat
- Experience working in a fast-paced, supportive environment
- Successful completion of the H&R Block Tax Knowledge Assessment or equivalent
- Must complete continuing education requirement and meet all other IRS and applicable state requirements
