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Tax Professional Level 1
1 month ago
For over 60 years, H&R Block has prepared taxes for millions of Canadians annually. Headquartered in Calgary, Alberta, we serve taxpayers in more than 1,000+ offices, through our upload from home service, and online with our DIY tax software. Our dedicated team of Tax Experts use the latest in electronic processing and filing technology to prepare all types of returns, including personal, small business, corporate, farm, trucker, fishing, U.S., rental and estate.
Becoming an H&R Block Associate it is an opportunity to grow with the strongest brand in the tax preparation industry. We are looking for people who want to provide help and inspire confidence in our clients and communities. We know that the ability to deliver outstanding client service starts with having the best talent on our team, and if you want to be part of our success story then we want to hear from you
**The Opportunity**
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. He/she is also responsible for implementing Block customer service and public relations programs, office procedures, and reporting systems.
**Key areas of Responsibility**:
- 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.
Key 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.
Do you have a passion for taxes, along with the skills and qualifications required for this GREAT opportunity?
- Flexibility. Find a day and time that works for you with our online classes.
- Career development. Learn tax theory and skills that can lead to a fulfilling career with H&R Block.
- Skilled instructors. Learn from the best and receive a certificate of completion and education tax credit receipt.
- Convenience. Our online classes work with your schedule. Total course time is 60 hours.
- Unique approach. Complete real-world exercises with live one-on-one instructors in a guided online classroom-style course, learning tax theory with the latest tax preparation software.
**Register now, classes start in September** and we will be **hiring for the tax season that starts January 2025**.
To register please visit
**Job Type**: Seasonal
Contract length: 4 months
Pay: From $17.20 per hour
Additional pay:
- Bonus pay
Flexible language requirement:
- French not required
Schedule:
- Day shift
- Monday to Friday
- Weekends as needed
Ability to commute/relocate:
- Greater Sudbury, ON: reliably commute or plan to relocate before starting work (required)
Work Location: In person
Expected start date: 2025-01-08
