Posted 2mo ago

Pre-Season Tax Professional

@ H&R Block
Montrose, Colorado, United States
OnsiteFull Time
Responsibilities:preparing returns, conducting interviews, increasing retention
Requirements Summary:High school diploma or equivalent; experience completing individual returns; tax planning and audit support; successful completion of H&R Block Tax Knowledge Assessment or Income Tax Course; strong verbal and written communication; training provided.
Technical Tools Mentioned:Microsoft Windows
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Job Description
About the Role:
  • Conduct tax interviews with clients
  • Increase retention of all clients
  • Offer additional products and services
  • Generate business growth by supporting business to business sales activities
  • Provide IRS audit support & attend audits as needed
  • Further develop tax expertise
  • Mentor and support teammates


Required Qualifications:
  • High School Diploma or equivalent
  • Experience completing individual returns
  • Tax planning and audit support
  • Ability to effectively communicate in person and in writing
  • Successful completion of the H&R Block Tax Knowledge Assessment or Income Tax Course1
  • Additional experience for this position is acquired through training upon hiring


Preferred Qualifications:
  • Knowledge and experience with a Windows-based computer system
  • Experience working in a fast-paced customer service environment
  • Availability to work in multiple locations and/multiple hours


Why work for us:

At H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, we’ve led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation. 

 

That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact. We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work.