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Accountant

Company: H&R BLOCK
Location: Porterville
Posted on: June 13, 2019

Job Description:

H&R Block, the world's leader in tax preparation services, is looking for an Accountant. As a representative of H&R Block, you are responsible for providing an outstanding client experience by providing an accurate and complete tax return for clients with extremely complex tax situations, using a high degree of ethics and integrity. You will provide tax planning advice and strategies for both individual and entity returns to meet their tax objectives.You will incorporate effective communication skills with both clients and fellow H&R Block associates, promoting teamwork and collaboration throughout the tax office and district. What you'll do... Prior to beginning the tax interview, confirm that the client received a copy of H&R Block's Privacy Policy as required under the Gramm-Leach-Bliley Act. If the client didn't receive the Privacy Policy, provide a copy to the client. Conduct tax interviews and research tax questions for the purpose of preparing complete and accurate tax returns. Review completed tax forms for accuracy and compliance with the District Manager's instructions. Refer more complex returns to a more experienced Tax Professional in accordance with the District General Manager's instructions. Prepare highly complex tax returns and contact client to gather all necessary information in order to complete an accurate tax return. Provide necessary tax information to clients as it relates to tax preparation and resolve client concerns in accordance with the District General Manager's instructions. Finalize all highly complex tax returns so client can either request electronic filing or make arrangements to pick up completed return at the tax office. Introduce and offer to clients other H&R Block financial products and services with the goal of helping clients achieve their financial objectives. Communicate the fee for products and services in accordance with established company schedule of charges. Collect necessary fees and submit fees and related documentation in accordance with the District General Manager's instructions. Provide any additional research or follow-up necessary to change or update returns and contact client of the required changes. May perform duties of other office support positions. As necessary, assist in opening the office and participate in the end of day processes related to accounting, office appearance, and office closing. Assist clients through IRS audits to prepare them for representation. What you'll bring to the role... Bachelor's degree in accounting, finance, or related field At least one year of prior experience completing complex personal and business tax returns Previous experience in a customer service environment Knowledge of a Windows-based computer system is helpful CPA or CPA candidatepreferred, but not required

Keywords: H&R BLOCK, Porterville , Accountant, Hospitality & Tourism , Porterville, California

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