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Tax Preparer

3 weeks ago

Bay Roberts, Canada H&R Block Full time

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.
He/she 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 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**: Part-time, Seasonal
Contract length: 3 months
Part-time hours: 20 per week

**Salary**: From $15.00 per hour

Schedule:

- Day shift
- Evening shift
- Weekend availability

Work Location: One location