Acquisition Senior Tax Pro

H&R Block • Florissant, MO

28d

About The Position

We care about helping people. Our purpose is to provide help and inspire confidence in our clients and communities everywhere. Our associates feel a sense of belonging in an inclusive place with an amazing history and a sharp focus on our future. Our connected culture is who we are and how we work together to achieve our strategies, accelerate our transformation, and achieve extraordinary results. It’s an exciting time to be a part of H&R Block!
What you'll do...

As a representative of H&R Block, you are responsible for providing an outstanding client experience by providing accurate and complete tax returns for clients. You will provide tax planning advice and strategies for both individual and entity returns to meet their tax objectives. Additionally, you may provide bookkeeping services for clients, when applicable. You will incorporate effective communication skills with both clients and fellow H&R Block associates, promoting teamwork and collaboration throughout the tax office and district.

Requirements

• Bachelor’s degree in a related field or the equivalent through a combination of education and related work experience
• Associate must participate in the 15-hour continuing education requirement in order to be considered for rehire
• 1 year minimum related work experience

Nice To Haves

• Travel may be required to attend company-sponsored meetings and training

Responsibilities

• Prepare highly complex tax returns and contact client to gather all necessary information in order to complete an accurate tax return
• Perform bookkeeping work on behalf of clients as needed
• Conduct tax interviews and research tax questions for the purpose of preparing complete and accurate tax returns
• Introduce and offer to clients other H&R Block financial products and services with the goal of helping clients achieve their financial objectives
• Collect necessary fees and submit fees and related documentation in accordance with the District General Manager instructions
• Provide necessary tax information to clients as it relates to tax preparation and resolve client concerns in accordance with the District General Manager instructions
• Finalize all highly complex tax returns so client can either request electronic filing or make arrangements to pick up completed return at the tax office
• Take initiative to seek new highly complex clients by asking current clients for referrals and actively develop and execute client acquisition plans
• May perform duties of other office support positions
• Assist clients through IRS audits to prepare them for representation

Benefits

• Since 1955, we have been leaders in tax preparation, financial services, and small business solutions. With 70,000 associates and 9,000 retail tax locations across North America, Australia, Ireland, and India, we have helped millions of clients and countless communities. If you embrace challenges as opportunities, value winning as a team, and seek to make a meaningful difference, join us on our journey. You’ll reap the rewards of helping others along with competitive compensation and benefits to support your health and well-being.
• Specific benefits may vary based on your role. For detailed eligibility requirements and benefits information, visit blockbenefits.com.
• Equal Opportunity Employer: H&R Block does not tolerate discrimination based on a person’s race, color, religion, ancestry, age, sex/gender (including pregnancy, childbirth, related medical conditions and sex-based stereotypes and transgender status), sexual orientation, gender identity or expression, service in the Armed Forces, national origin, physical or mental disability, genetic information, citizenship status or any other status protected by law.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees