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Employment Type:
Full time
Job Category:
Block Advisors Tax Advisor Assistant
(This job is no longer available)
H&R Block | Triadelphia, WV
Grad Date

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Job Description

Job Description

Block Advisors Tax Advisor Assistant

The Tax Advisor Assistant position supports an assigned Tax Advisor while learning the complexities of the tax business and developing skills to successfully serve the needs of our clients. In this capacity the individual will perform a variety of duties to assist in the delivery of timely, accurate, and a consultative client experience.

Block Advisors Tax Assistant duties include:

* Serve as a liaison between clients and senior staff in gathering tax documentation and other information to complete the tax engagement for the Tax Advisor.
* Handle various aspects of the tax return preparation engagement including entry of client information, W-2s, 1099 and other basic forms.
* Leverage internal resources to research tax issues; effectively use all Block Advisors programs.
* Review completed tax return with Tax Advisor; finalize and assemble tax returns.
* Remain current with company policies and procedures.
* Attend all required training for the position. Develop a high level of knowledge in order to progress to tax advisory position.
* Assist office manager/office associates with additional duties as assigned.

Minimum Qualifications

Required Skills & Experience:

* High school diploma or equivalent
* 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 Course1

Preferred Skills & Experience:

* Previous knowledge and experience with completing tax returns or working in a tax office.
* Prior experience working in a customer service environment

Bilingual candidates strongly encouraged to apply!

H&R Block is an equal opportunity employer.

1 Enrollment in, or completion of the H&R Block Income Tax Course is neither an offer nor a guarantee of employment.

About H&R Block

H&R Block, Inc. has subsidiaries that provide tax, retail banking, accounting and business consulting services and products. The Company's Tax Services segment primarily consists of its income tax preparation businesses: retail, online and software. These businesses serve the general public in the United States, Canada and Australia. Additionally, this segment includes commercial tax businesses, which provide tax preparation software to certified public accountants (CPAs) and other tax preparers in the United States. Its Business Services segment consists of a national accounting, tax and business consulting firm primarily serving middle-market companies under the RSM McGladrey, Inc. (RSM) brand. Its Consumer Financial Services segment is engaged in retail banking through H&R Block Bank (HRB Bank). Effective November 1, 2008, the Company sold H&R Block Financial Advisors, Inc. (HRBFA) to Ameriprise Financial, Inc. (Ameriprise). (Source: 10-K)