Tax Professional (Enrolled Agent/CPA Preferred)
H&R Block - Palo Alto, CA

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Our Tax Professionals look at our client's life through tax and find ways to help! H&R Block has been focused on quality client service for more than five decades and is the largest tax preparer in the industry. [1]
As a representative of H&R Block, you are responsible for preparing complete and accurate tax returns while delivering outstanding client service.

The Tax Professional II duties include: Conducting tax interviews with clients Ensuring client confidentiality and privacy Increasing retention of all clients Offering additional products and services Actively participate in local marketing IRS audit support & attendance Generating business growth Growing tax expertise Providing mentoring and supporting teammates Other duties as assigned

Education:
High school diploma or equivalent, and meeting all continuing education are requirements of the position. Additional course work in math, accounting, or finance is preferred.

Skills and Experience:
Experience is typically acquired through previous tax preparation, and successful completion of the H&R Block's Tax Knowledge Assessment or equivalent. Associate must meet H&R Block's 15-hour continuing education requirement and meet all other IRS and applicable state requirements in order to be considered eligible for employment.
Must have strong verbal and written communication skills, and the ability to effectively communicate in person.
Previous experience in a customer service environment is preferred.
Knowledge and experience with a Windows based computer system is preferred.
Experience working in a fast-paced environment.
We are looking for experienced tax professionals who are CPAs or Enrolled Agents, looking for a dynamic career serving high-end, complex clients.
Qualified candidates should have the ability to complete complex personal and business returns.

Why work for H & R Block?

You will join the best! Drawing on more than 50 years of tax preparation experience, our 90,000 H & R Block tax office associates are focused on delivering and outstanding client experience.

We invest in you by offering:
Over 150 courses of Continuing Education taught by Certified Tax Professionals
Tools and resources to attain Enrolled Agent (EA) status and propel your career

Click Apply Now to be directed to H&R Block's career page to complete an assessment and submit your application.
[1] Based on annual revenues for sales of tax preparation products and services.

About this company
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H&R Block is one of the world's largest tax services providers, utilizing more than 100,000 highly trained tax professionals and having...