Tax Professional

JOB SUMMARY
The tax professional is responsible for conducting client interviews and subsequently preparing tax returns such a way that the client pays the least possible amount of tax as prescribed by law. The tax professional is also responsible for implementing Block customer service and public relations programs, office procedures, and reporting systems.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Conducts interviews for the purpose of preparing complete, accurate tax returns utilizing Block’s customer service and programs. Provides tax information and offers appropriate tax-saving suggestions.
• Practices excellent client service techniques to maximize the number of new and returning clients, not limited to but including contacting prior clients through the company Client Connect as directed.
• Completes the required documentation for Efile and Instant Refund service and delivers these services according to company procedures, Collects all payments according to current company policy and procedures.
• Reviews the status of COD, Hold & Drop-Off returns on an ongoing basis, following up with clients as necessary and reviews bulletin board items and responds accordingly.
• Answers questions or handles inquiries from clients and other Block Associates, in person or on the phone and conducts any necessary research that may be required to provide complete and accurate responses.
• Assist other Associates in the office in a team environment as required for the purpose of enhancing the client experience.
• Demonstrates competency in the area of income tax knowledge and utilizes Block’s continuing professional education programs to attain, maintain, and strengthen tax expertise.
• Performs other duties as assigned.

QUALIFICATIONS

• The Level I Tax Course with a grade of 80% or better, or an acceptable equivalent to tax training school.
• Proficiency in the English language – both oral and written
• Proven customer service skills.
• Effective verbal and written communications skills, detail-oriented, organizational, math and analytical skills.
• Understanding and previous use of a Windows-based computer system.
• Understanding and previous use of tax preparation software and other applicable software is preferred.
• Ability to work both independently and to support team-based initiatives, as required.