H&R Block - Woodburn, OR

posted about 2 months ago

Part-time,Full-time - Mid Level
Woodburn, OR
Professional, Scientific, and Technical Services

About the position

At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a connected culture, valuing diversity and inclusion and making everyone feel like they belong. We strive to continuously improve our business and have committed to a long-term strategy and transformation plan known as Block Horizons 2025. Our end goal is simple: bigger ambitions, faster transformation, and extraordinary results. It's an exciting time to be a part of H&R Block! As a seasonal, experienced Tax Professional, 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. You will conduct tax interviews with clients face to face and through virtual tools, prepare complete and accurate tax returns, and generate business growth while increasing client retention. You will also provide clients with IRS support and mentor teammates, ensuring that you build strong client relationships that will grow stronger every year. This role requires effective communication skills and the ability to work in a fast-paced environment, utilizing virtual tools for client interactions.

Responsibilities

  • 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 and increase client retention
  • Offer additional products and services to clients
  • Provide clients with IRS support
  • Mentor and support teammates

Requirements

  • Successful completion of the H&R Block Tax Knowledge Assessment
  • Experience in accounting, finance, bookkeeping or tax
  • Experience completing individual or entity tax 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

Nice-to-haves

  • Bachelor's degree in accounting
  • 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

Benefits

  • Paid training
  • Employee stock purchase plan
  • Health insurance
  • Dental insurance
  • 401(k)
  • Paid time off
  • 401(k) matching
  • Professional development assistance
  • Flexible schedule
  • Paid sick time
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