Block Advisor Tax Associate at H&R Block in Albany, NY, US
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Job Description
<h3>Our Company</h3><p>At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a connected culture, valuing diversity and inclusion and making everyone feel like they belong.</p><p>We strive to continuously improve our business and have committed to a long-term strategy and transformation plan known as Block Horizons 2025. Our end goal is simple: bigger ambitions, faster transformation, and extraordinary results. It's an exciting time to be a part of H&R Block!</p><p>At H&R Block, we're curious, creative, and always on the move. If you embrace challenges as opportunities and seek to make a meaningful difference where you live, work, and play, our door is always open.</p><h3>A Typical Day...</h3><p>Joining H&R Block as a new, seasonal <strong>Tax Associate</strong> means you'll have the support of our expert team, dedicated to providing the tax training necessary for your success. Additionally, if you meet certain criteria, you'll have the opportunity to earn incentive pay.</p><h3>What you'll bring to the team...</h3><ul><li>Conduct tax interviews with clients face to face and through virtual tools – video, phone, chat, email</li><li>Prepare complete and accurate tax returns</li><li>Generate business growth, increase client retention, and offer additional products and services</li><li>Provide clients with IRS support</li><li>Support office priorities through teamwork and collaboration</li><li>Grow your tax expertise</li></ul><p><strong>Your Expertise:</strong></p><ul><li>Successful completion of the H&R Block Tax Knowledge Assessment or Income Tax Course</li><li>Experience working in a fast-paced environment</li><li>Comfort working with virtual tools – video, phone and chat</li><li>Ability to effectively communicate in person, via phone and in writing</li><li>Must meet all other IRS and applicable state requirements</li><li>High school diploma / equivalent or higher</li></ul><h3>It would be even better if you also had...</h3><ul><li>Bachelor's degree in accounting or related field</li><li>Previous experience in a customer service or retail environment</li><li>Experience working in a fast-paced, supportive environment</li><li>Ability to work a minimum of 25-35 hours weekly throughout tax season and up to 40 hours during peak weeks</li></ul><h3>Why Work for Us</h3><p>At H&R Block, we believe and invest in our people by committing to their total well-being. Our benefit offerings can help associates plan for their unique health, wellbeing and financial wellness needs.* <strong>Employee Assistance Program</strong> with Health Advocate.<br><strong>Wellbeing program</strong>, BetterYou, to help you build healthy habits.<br><strong>Neurodiversity and caregiver support</strong> available to you and your family.<br><strong>Various discounts</strong> on everyday items and services.<br><strong>Benefits with additional eligibility requirements</strong>: Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan.<br><a href='#'>Click here</a> to check out all available benefits.</p><h3>The Community You Will Join:</h3><p>At H&R Block we remain committed to building a Connected Culture — one in which trust, care, and connections are how we work together as we continue to create an environment where everyone feels safe to bring their authentic self to work every day and feels like they belong as part of a larger team.</p><p>You will be immersed in an exceptional work environment that is recognized throughout the world on Best Companies lists! You will also be surrounded by colleagues who are committed to helping each other grow and support each other.</p><p>H&R Block is an equal opportunity employer. We welcome and celebrate diversity in the workplace regardless of gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, or veteran status.</p><p><strong>If you're looking to make an impact, H&R Block is the place for you.</strong></p><p>*1 - 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.</p><h3>Pay Range Information</h3><p>The pay range for this position is listed below. Local minimum wage laws apply. This information is posted pursuant to local requirements to provide applicants with information about what they might be eligible to receive. Individual pay decisions will depend on job-related factors such as experience, education, skill, performance, and geographic location where work will be performed.</p><p>Successful candidates may be able to participate in one or more incentive compensation or short-term incentive plans, which could generate additional earnings in accordance with the terms of each plan.</p><p>Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage; can participate in the H&R Block Retirement Savings Plan (401(k) Plan), the Employee Assistance Program, (virtual) fitness center programs, and the associate discount program; are automatically enrolled in Business Travel Accident Insurance; and receive Associate Tax Prep benefit.</p><h3>Pay Range Minimum</h3><p>11</p><h3>Pay Range Maximum</h3><p>27</p><h3>Sponsored Job</h3><p>#20653</p>
AI Powered Job Insights
H&R Block is seeking motivated individuals to step into the dynamic role of Tax Associate. This position is ideal for those who are eager to engage with clients and help them navigate their tax needs in Albany, NY. With a focus on supporting community members, this role offers a chance to make a real difference in clients' lives. 📍 Location: Albany, NY 💼 Position: Tax Associate ⏰ Type: Full-Time 📅 Date Posted: July 15, 2024 Role Summary: - Engage clients through face-to-face and virtual consultations - Prepare and ensure accuracy in tax returns - Drive business growth and retain clients - Assist clients with IRS inquiries - Collaborate with colleagues to meet office goals - Enhance personal tax knowledge through experience What You'll Do: - Conduct thorough tax interviews using various communication tools - Generate business leads and promote additional services - Support the office and contribute to a positive team environment What's Needed: - Successful completion of H&R Block Tax Knowledge Assessment or similar course - Experience in fast-paced settings - Proficiency with virtual communication tools - Effective verbal and written communication skills - Compliance with IRS and state regulations - High school diploma or equivalent (higher education a plus) - Prior customer service or retail experience preferred - Availability for 25-40 hours/week during tax season Benefits Offered: - Comprehensive health and wellbeing programs - Discounts on everyday items and services - Retirement savings plan and stock purchase options - Employee Assistance Program and various support services H&R Block emphasizes a connected and inclusive culture, welcoming diversity and varying perspectives. They aim to create a workplace environment that supports personal growth and development.
Top Interview Questions
- Q: Can you describe your experience with tax preparation and how you ensure accuracy in your work?
A: I have completed the H&R Block Income Tax Course and passed the Tax Knowledge Assessment, which equipped me with a solid foundation in tax preparation. To ensure accuracy, I always double-check all information provided by clients, utilize H&R Block's tax software for validation, and stay updated on the latest tax laws and regulations. This meticulous approach has helped me maintain high client satisfaction and retention rates.
- Q: How do you handle a situation where a client is frustrated with their tax return outcome?
A: I approach frustrated clients by first listening actively to their concerns to understand the root of their frustration. I then provide clear explanations of the process and outline any discrepancies. If necessary, I assist them in appealing any unfavorable outcomes. My goal is to make them feel heard and supported, which often helps in calming their frustration and restoring trust.
- Q: What steps do you take to prepare for a busy tax season? How do you manage your time effectively during peak periods?
A: Prior to the tax season, I participate in all necessary training and familiarize myself with current tax laws. During peak periods, I prioritize tasks by creating a detailed schedule that allocates specific time blocks for client meetings, tax preparation, and follow-ups. I also ensure I'm using all available resources and support from my team, which helps in maintaining a balance between quality work and efficiency.
- Q: Can you provide an example of how you have used technology to enhance your work in tax preparation?
A: At my previous job, I utilized various virtual tools to conduct tax interviews, which allowed for greater flexibility in session scheduling. I also leveraged software like H&R Block's tax software to streamline return preparation. By integrating these tools, I improved my efficiency, making it easier to handle a higher volume of clients during tax season.
- Q: How do you stay updated with changes in tax laws and regulations, and why is this important for your role?
A: I make it a point to subscribe to industry newsletters, attend training sessions and webinars provided by H&R Block, and participate in discussions with colleagues about recent tax law changes. Staying updated is essential because tax laws are dynamic, and understanding these changes allows me to provide accurate advice and prepares me to handle specific client inquiries effectively.
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Salary Benefits
$36857 - $46669 /year
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Apply for the Block Advisor Tax Associate position at H&R Block in Albany, NY, US using https://www.indeed.com/viewjob?jk=c1accdfe19803ac8
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