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Tax Associate/Tax Advisor
Tax Associate/Tax AdvisorBlock Advisors • Sandusky, OH, US
Tax Associate / Tax Advisor

Tax Associate / Tax Advisor

Block Advisors • Sandusky, OH, US
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Job Description

Job Description

Joining Block Advisors as a Tax Associate means you will have the support of an expert team dedicated to providing you with the tax training you need to be successful. You will also have the freedom, flexibility, and extra earnings you will need to embrace what makes your life uniquely yours.

What you’ll bring to the role :

  • 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
  • Support office priorities through teamwork and collaboration
  • Grow your tax expertise

Your Expertise :

  • Successful completion of the H&R Block Tax Knowledge Assessment or Income Tax Course
  • 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 all other IRS and applicable state requirements
  • High school diploma / equivalent or higher

    • It would be even better if you also had :

  • Bachelor’s degree in accounting or related field
  • Previous experience in a customer service or retail environment
  • Experience working in a fast-paced, supportive environment
  • Ability to work a minimum of 25-35 hours weekly throughout tax season and up to 40 hours during peak weeks

    • Why Work for Us

    At H&R Block, we believe and invest in our people by committing to their total well-being. Our benefit offerings can help associates plan for their unique health, wellbeing and financial wellness needs.

  • Employee Assistance Program with Health Advocate.
  • Wellbeing program, BetterYou, to help you build healthy habits.
  • Neurodiversity and caregiver support available to you and your family.
  • Various discounts on everyday items and services.
  • Benefits with additional eligibility requirements : Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan.
  • Check out all available benefits at www.blockbenefits.com.

    • The Community You Will Join :

    At H&R Block we remain committed to building a Connected Culture — one in which trust, care, and connections are how we work together as we continue to create an environment where everyone feels safe to bring their authentic self to work every day and feels like they belong as part of a larger team.

    You will be immersed in an exceptional work environment that is recognized throughout the world on Best Companies lists! You will also be surrounded by colleagues who are committed to helping each other grow and support each other.

    H&R Block is an equal opportunity employer. We welcome and celebrate diversity in the workplace regardless of gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, or veteran status.

    If you’re looking to make an impact, H&R Block / Block Advisors is the place for you.

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    Advisor • Sandusky, OH, US