- Completion of H&R; Block Tax Course Level 1
- Accounting experience preferred, but NOT required
List of Duties
- Conduct interviews to prepare accurate tax returns using H&R; Block’s customer service and programs
- Provide tax information and offer appropriate tax-saving suggestions
- Practice excellent client service to maximize new and returning clients (including contacting prior clients through Client Connect programs)
- Complete documentation for Efile and Instant Refund services as per company procedures
- Collect all payments according to company policy
- Review COD, Hold & Drop-Off returns regularly and follow up as needed
- Answer questions from clients and other associates in person or by phone, and research as needed for accurate responses
- Support teammates in a collaborative office setting
- Demonstrate knowledge in income tax and participate in continuing education to maintain and grow expertise
- Perform other duties as assigned
📌 Tax Professional (Powell River)
🏢 Powell River Educational Services Society
📍 Powell River
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