Top 7 Tax associate Jobs in Marquette, Mi

Tax Professional - Franchise Location
H&R Block —Ishpeming, MI
- Full-time
- CPA
- Sales
- 5 years
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Tax Professional - Franchise Location

H&R Block -
Ishpeming, MI

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Job Details

Full-time
2 days ago

Qualifications

Phone communication
Interviewing clients
Account development
Video conferencing software
Mentoring
Client retention strategy
Telephone interviewing
Defending clients during tax audits
Client growth strategy
Video conferencing systems operation
Audit support
Phone interviews
Client interaction via phone calls

Full Job Description

About the Role:

As you inspire people to make confident, informed decisions about their lives, careers, and money, you’ll build client relationships that will grow stronger every year.

Joining H&R Block1 as a seasonal, experienced Tax Professional means you’ll serve clients with diverse tax needs with the support of an expert team, dedicated to providing you with advanced tax training you’ll need to be successful.

Required Qualifications:

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
- All certification levels can provide tax notice services
- Circular 230 associates can provide audit representation
Mentor and support teammates

Your Expertise:

Successful completion of the H&R Block Tax Knowledge Assessment2
Experience in accounting, finance, bookkeeping or tax
Experience completing individual returns
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 complete continuing education requirement and meet all other IRS and applicable state requirements
High school diploma / equivalent or higher

Preferred Qualifications:

Bachelor’s degree in accounting or related field
CPA or Enrolled Agent certification
Experience completing complex returns (individual, trust, partnership)
5+ years of experience in accounting, finance, bookkeeping or tax
Experience conducting virtual tax interviews
Experience with tax planning and audit support
Sales and/or marketing experience

1 - This office is an independently owned and operated franchise office operating under an agreement with H&R Block. Franchisees make their own hiring decisions and any questions regarding employment at this office should be made directly to the franchisee.
2 - Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment.

Why work for us:

The following information has been provided by the franchisee operating the franchise office that has posted this position and has not been endorsed or validated by H&R Block. All questions should be made directly to the franchisee.

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