H&R Block Accelerated Tax Associate in Southampton, New York
Accelerated Tax Associate
What you'll do... :
Helping others is what we do best here, which means you will get to see the impact of your work firsthand. As you inspire people to make confident, informed decisions about their lives, careers, and money, you will build client relationships that will grow stronger each year.
Joining H&R Block as an Accelerated Tax Associate means you will have the support of an expert team dedicated to providing you with the advanced tax training you will need to be successful. The Accelerated Tax Associate is an accelerated path for career growth within H&R Block's career path map. You will also have the freedom, flexibility, and extra earnings you will need to embrace what makes your life uniquely yours.
H&R Block is the industry's largest consumer tax services provider* and we have been focused on client service for over 60 years. When you join our team, you will find that we are here to live our purpose - to provide help and inspire confidence in our clients and communities everywhere.
Day to day, you will...
Conduct face-to-face tax interviews with clients
Prepare complete and accurate tax returns
Generate business growth, increase client retention, and offer additional products and services
Provide IRS audit support
Support office priorities through teamwork and collaboration
You will complete...
Eight hours of paid training and the Tax Associate certification in addition to required new tax professional training
Tax Specialist Certification Exam by 1/31/2023
About H&R Block... :
H&R Block's purpose is simple: To provide help and inspire confidence in our clients and communities everywhere. We've been true to that purpose since brothers Henry and Richard Bloch founded our company in 1955. Since then, we've grown to have approximately 12,000 offices throughout the United States and around the world.
We are a people company first and a tax company second. People who join H&R Block say it feels like being part of something bigger. A place with an amazing and storied history, but with a strong and urgent focus on the future. Maybe it's how determined, forward thinking and innovative we are, or how accessible our leadership is. We believe it's all those things, and much more.
H&R Block is committed to diversity and inclusion and is proud to be an equal opportunity employer. We consider qualified applicants regardless of race, color, religion, creed, gender, national origin, age, disability, veteran status, marital status, sex, gender expression or identity, sexual orientation, citizenship, or any other legally protected class. All qualified applicants are welcomed and encouraged to apply.
It would be even better if you also had... :
Previous experience in a customer service environment
Sales and/or marketing experience
Bilingual candidates are strongly encouraged to apply!
Perks of the job...
Being here has its benefits. Our benefit offerings can help you plan for the health, well-being and financial wellness needs for you and your family. At Block, seasonal associate benefits include:
Retirement savings plans
Tax prep benefit
Potential for incentive pay
Other perks like flexible options that meet your life, collaborative teams and much more!
Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage; can participate in the H&R Block Retirement Savings Plan (401(k) Plan), the Employee Assistance Program, (virtual) fitness center programs, and the associate discount program; are automatically enrolled in Business Travel Accident Insurance; and receive Associate Tax Prep benefit.
*Based on annual revenues for sales of tax preparation products and services.
**Enrollment in or completion of the H&R Block Income Tax Course is neither an offer nor a guarantee of employment.
What you'll bring to the team... :
Ability to effectively communicate in person and in writing
Experience working in a fast-paced environment
Successful completion of the H&R Block Tax Knowledge Assessment or Income Tax Course**
Must complete 18-hour continuing education requirement and meet all other IRS and applicable state requirements.
If the Income Tax Course (ITC) or Tax Knowledge Assessment (TKA) is passed, only 3 hours of continuing education would be required
Ability to work a minimum of 30-35 hours weekly throughout tax season and up to 40 hours during peak weeks
Ability to work in multiple locations within a designated group of offices
High school diploma or equivalent
Accelerated Tax Associate