Job Description

Becoming an H&R Block associate means more than just a paycheque; it's an opportunity to grow with the strongest brand in the Tax Preparation industry. We are looking for people who want to help us look at peoples' lives through tax and find ways to help. 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!

We have proudly served clients in Canada for over 60 years, constantly evolving to meet our clients' ever-changing needs. From our digital solutions to our offices, we constantly seek new ways to create frictionless and memorable client experiences.

Seeking locally : personable mature Puzzle Solvers to start a new career that Indeed has rated H & R Block as top 10 Canadian Employer, specifically for our ability to offer a professional opportunity that still allows for a work to life balance. Consider this opportunity to join an existing team of associates to develop a unique skills set and connect with and help tax filers in the community. A Tax Associate position at H & R Block is a viable seasonal employment option for all generations that employs like minded people every year. Minimum of 1 tax season of experience required

Name of Employer: Lighthouse Financial Services Inc, doing business as, H & R Block. Franchise

Seeking either type of Position:

1) Seasonal, Part -Time 15-30 hours per week, with possibly of future seasonal Full Time if interested.

2) Seasonal, Full Time 30-48 hours per week,

Working days/ hours: Feb 1 -April 30 annually . Scheduled hours within store opening hours of Mon-Fri 9-6 and Saturday 9-5. Minimal overtime expected.

Wage/Salary: 17.50 per hour to start. Plus up to 1.50 per hour in Performance Incentive pay. Previous professional Tax preparation experience can yield higher remuneration.

Location: Local H & R Block Tax store, South Shore Centre Plaza, 28 Davison Drive, Bridgewater NS

JOB DESCRIPTION
JOB TITLE: Seasonal Tax Professional
DEPARTMENT: Income Tax Preparation
LOCATION: H&R Block, 28 Davison Drive, South Shore Centre Plaza /Eastside Plaza , Bridgewater NS.
REPORTS TO: Office Leader & Local Ownership
JOB SUMMARY -
The tax preparation personnel are responsible for conducting client interviews and subsequently preparing tax returns in 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 client interviews for the purpose of preparing complete, accurate tax returns utilizing Block's customer service programs and Tax preparation Software.

Presents the value offer and benefits of H & R Block services in each interview. Provides tax information and offers appropriate tax-saving suggestions.
Practices excellent client service techniques to maximize the number of new and returning clients through implementation of our service platform which includes , but is not limited to, contacting prior clients through the company's Prior Client Calling Program and seeking referrals.
Responds to incoming client inquiries on tax questions and appointment requests ( in person or on the phone) in conjunction with the Client Service Representative and office team .

Conducts any necessary research using all available internal resources to provide complete and accurate responses.
Implement our Transact With Every Client processes to ensure interview is productive. Accurately estimate and update fee expectation as a result of client interview .

Apply Fees based upon current fee schedule . Validate all presented discount coupons .

Validate client's eligibility for H & R Block proprietary products; Instant Refund , Pay With Refund , Peace of Mind, and upselling of such products .

Collects all payments according to current company policy and procedures.
Completes the required documentation for the E File, Instant Refund , Pay with Refund, Peace of Mind processes , and delivers these services according to company procedures.
Efficiently produces paid tax return work so as to be conscious of the pending client demand ( next appointment, walk-ins, drop offs and stacked for later work) so as to work towards meeting your personal the office team's expected tax return production goal.
Reviews the status of COD and Pending/Hold , drop off and un-E Filed returns on an ongoing basis, following up with clients as necessary.
Assist other associates in the office in a team environment as required for the purpose of enhancing the client experience.
Light housekeeping duties of workstation used and common areas.

Periodic lifting of 25lb file box.
Performs other duties as assigned.

III WORK ENVIRONMENT and Term -
Work Environment - Retail tax store/office environment..
Term: Seasonally from Feb 1 to April 30 annually
Work hours: typically within the tax store's standard opening hours of Monday - Friday 9-6 , Saturday 9-5 with some positions fulfilling part time evening and weekend hours .

QUALIFICATIONS -
Successful completion of The H & R Block Tax Academy Level I , Fundamentals of Income Tax Course ,

or an acceptable equivalent

. Minimum of 1 tax season of professional tax preparation experience

Proven customer service skills.
Effective verbal and written english communications skills, detail-oriented, organizational, math and analytical skills.
Understanding and proficiency in the use of a Windows-based computer system.
Understanding and previous use of tax preparation software and other applicable software is preferred.

Canadian Citizenship required. Must have filed a Canadian Tax return this past tax year and have received a Notice of Assessment from the Canada Revenue Agency .
Ability to work both independently and to support team-based initiatives, as required.

THE ABOVE STATEMENTS ARE INTENDED TO DESCRIBE THE GENERAL NATURE AND LEVEL OF WORK BEING PERFORMED BY INDIVIDUALS ASSIGNED TO THIS POSITION. THEY ARE NOT INTENDED TO BE AN EXHAUSTIVE LIST OF ALL RESPONSIBILITIES, KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED OF INDIVIDUALS SO CLASSIFIED. REASONABLE ACCOMMODATIONS MAY BE MADE TO ENABLE INDIVIDUALS WITH DISABILITIES TO PERFORM THE ESSENTIAL DUTIES AND RESPONSIBILITIES.

Job Types: Full-time, Part-time, Contract
Contract length: 15 weeks

Pay: From $17.50 per hour

Benefits:

Flexible schedule On-site parking Store discount Tuition reimbursement
Application question(s):

Have you filed a Canadian Tax return this past year and received a Notice Of Assessment from the Canada Revenue Agency ? Do you currently live in or around Lunenburg County NS?
Experience:

tax preparation: 1 year (preferred)
Language:

English (required)
Work Location: In person