Senior Tax Professional

H&R Block • Greenbrier, AR

3d

About The Position

As a representative of H&R Block, the Senior Tax Professional provides an outstanding client experience by preparing accurate and complete tax returns. The role provides tax planning advice and strategies for individual and entity returns to meet clients’ tax objectives, and may provide bookkeeping services when applicable. The position uses effective communication with clients and fellow associates to promote teamwork and collaboration throughout the tax office and district.

The Senior Tax Professional prepares highly complex returns, gathers information from clients, conducts tax interviews and research, and explains relevant tax information. The role may also offer H&R Block financial products and services, collect fees and required documentation, resolve client concerns, finalize returns for electronic filing or office pickup, develop client acquisition plans, perform office support duties, and help clients prepare for IRS audits and representation.

Requirements

• A bachelor’s degree in a related field, or equivalent through a combination of education and related work experience.
• At least 1 year of related work experience.
• Participation in the 15-hour continuing education requirement to be considered for rehire.

Responsibilities

• Prepare highly complex tax returns and contact clients to gather the information needed to complete accurate returns.
• Perform bookkeeping work for clients as needed.
• Conduct tax interviews and research tax questions to prepare complete and accurate returns.
• Introduce and offer clients H&R Block financial products and services to help them achieve their financial objectives.
• Collect fees and submit fees and related documentation in accordance with District General Manager instructions.
• Provide clients with tax preparation information and resolve concerns in accordance with District General Manager instructions.
• Finalize highly complex tax returns so clients can request electronic filing or arrange to pick up completed returns at the tax office.
• Seek new highly complex clients through referrals and develop and execute client acquisition plans.
• May perform duties of other office support positions.
• Assist clients through IRS audits and prepare them for representation.

Benefits

• Competitive pay
• Comprehensive benefits
• Support for life both in and outside of work
• Continuous learning

What This Job Offers

• Job Type: Full-time
• Career Level: Senior