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Tax Analyst / Specialist
Yorkville, IL
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$20 an hour 4 hours ago Qualifications Phone communication Interviewing clients Account development Video conferencing software Mentoring Client retention strategy Telephone interviewing Defending clients during tax audits Client growth strategy Video conferencing systems operation Audit support Phone interviews Client interaction via phone calls Full Job Description About the
Role:
As you inspire people to make confident, informed decisions about their lives, careers, and money, you'll build client relationships that will grow stronger every year. Joining H&R Block 1 as a seasonal, experienced Tax Professional means you'll 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.
Required Qualifications:
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 All certification levels can provide tax notice services Circular 230 associates can provide audit representation Mentor and support teammates
Your Expertise:
Successful completion of the H&R Block Tax Knowledge Assessment 2 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 complete continuing education requirement and meet all other IRS and applicable state requirements High school diploma / equivalent or higher
Preferred Qualifications:
Bachelor's 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 1
This office is an independently owned and operated franchise office operating under an agreement with H&R Block. Franchisees make their own hiring decisions and any questions regarding employment at this office should be made directly to the franchisee. 2
Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment.