Tax Professional

**Job description**

**About us**

Canada's leading tax preparation firm for more than 50 years, the fine people at H&R Block have the expertise to handle all tax situations and have more than 1,000+ locations across from coast to coast.

I. JOB SUMMARY

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

II. 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 Prior Client Calling Program as directed.
- Completes the required documentation for Efile and Cash Back 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.

**Job Types**: Full-time, Part-time, Temporary, Contract

**Salary**: $17.15-$17.65 per hour

**Job Types**: Full-time, Part-time, Fixed term contract, Seasonal, Internship / Co-op
Contract length: 3 months

**Salary**: $17.15-$17.65 per hour

Schedule:

- 8 hour shift
- Day shift
- Holidays
- Monday to Friday
- Night shift
- Weekends as needed

Supplemental pay types:

- Bonus pay
- Overtime pay

Ability to commute/relocate:

- Sooke, BC: reliably commute or plan to relocate before starting work (required)

Work Location: In person

Application deadline: 2023-12-15
Expected start date: 2024-01-15