As a representative of H&R Block, you are responsible for preparing complete and accurate tax returns, introducing clients to and offering other H&R Block financial products and services with the goal of helping clients achieve their financial objectives.. This job title includes the Certification Level/Titles referenced in the H&R Block Tax Professional Certification Program.. 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 t... view job details
An Acquisition Bookkeeper is responsible for recording and reporting financial information related to an H&R Block client’s business activities. Maintains client’s books in accordance with policy and procedures. Verifies and records financial data in a manual and/or computerized system. Identifies issues with current process and notifies management and business client of concerns and potential solutions.. Receives operational data for entry into the client’s bookkeeping system and determines the best method to record the financial information, such as income, expenses, returned checks, bank ch... view job details
The Acquisition Client Service Professional (CSP) will deliver an outstanding client experience by creating a warm and welcoming first and lasting impression that exceeds the unique needs and preferences of each client. The CSP (Client Service Professional)- is responsible for welcoming clients, identifying and addressing the client's need, and maintaining a pleasant and business-like atmosphere and attitude. The CSP will interact with clients in person or via telephone through inbound and outbound calls. Uses H&R Block systems to schedule and confirm appointments, check in clients, match clie... view job details
An Acquisition Office Manager is responsible for the daily management, integration, and performance of a recently acquired H&R Block tax office, serving as the front-line manager responsible for office growth, leadership and development. Owns the implementation of the office-level operating/business development plan and office growth targets. Ensures implementation of policies and procedures to increase effectiveness and efficiency of the tax office. Responsible for ensuring outstanding client service is maintained while meeting or exceeding the office goals. Responsible for all office operati... view job details
As a representative of H&R Block, you are responsible for preparing complete and accurate tax returns, introducing clients to and offering other H&R Block financial products and services with the goal of helping clients achieve their financial objectives. This job title includes the Certification Level/ Titles referenced in the H&R Block Tax Professional Certification Program. ESSENTIAL DUTIES AND RESPONSIBILITIES. 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 receiv... view job details
As a representative of H&R Block, you are responsible for preparing complete and accurate tax returns, introducing clients to and offering other H&R Block financial products and services with the goal of helping clients achieve their financial objectives.. This job title includes the Certification Level/ Titles referenced in the H&R Block Tax Professional Certification Program. ESSENTIAL DUTIES AND RESPONSIBILITIES. –. 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 re... view job details
As a representative of H&R Block, you are responsible for preparing complete and accurate tax returns, introducing clients to and offering other H&R Block financial products and services with the goal of helping clients achieve their financial objectives. This job title includes the Certification Level/ Titles referenced in the H&R Block Tax Professional Certification Program. ESSENTIAL DUTIES AND RESPONSIBILITIES. 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 receiv... view job details
Job Description:. As a representative of H&R Block, you are responsible for preparing complete and accurate tax returns, introducing clients to and offering other H&R Block financial products and services with the goal of helping clients achieve their financial objectives. This job title includes the Certification Level/Titles referenced in the H&R Block Tax Professional Certification Program. Essential Duties and Responsibilities. 1. 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 ... view job details
An Acquisition Team Leader is responsible for the daily management, integration, and performance of a recently acquired H&R Block tax office, serving as the front-line manager responsible for office growth, leadership and development. Owns the implementation of the office-level operating/business development plan and office growth targets. Ensures implementation of policies and procedures to increase effectiveness and efficiency of the tax office. Responsible for ensuring outstanding client service is maintained while meeting or exceeding the office goals. Responsible for all office operations... view job details
Job Description. :. As a representative of H&R Block, you are responsible for preparing complete and accurate tax returns, introducing clients to and offering other H&R Block financial products and services with the goal of helping clients achieve their financial objectives. This job title includes the Certification Level/Titles referenced in the H&R Block Tax Professional Certification Program. Essential Duties and Responsibilities. 1. 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 th... view job details