Partner, Tax Strategy and Operations at H&R Block in US-FL-CLEARWATER

Responsibilities

• The Partner, Tax Strategy and Operations works both individually and in a team environment to ensure our clients’ tax and small business needs are efficiently met. This individual will play a crucial role in integrating their business into H&R Block/Block Advisors Brand, leading changes, and influencing associates to ensure a smooth transition and continued success. Partner closely with the Block Advisors Office Manager to align strategies and ensure cohesive operations. Meet with small business clients as the face of Block Advisors, focused on delivering exceptional client experience. Identify client needs and act as a liaison, working with clients, a team of advisors and external business partners in the community.
• Lead the seamless integration of the acquired business into H&R Block’s Block Advisors brand.
• Partnering with the Block Advisor Office manager to assist in managing and mentoring members of teams to greater levels of effectiveness and engagement. Indirectly lead and influence associates within the office to embrace change and new processes
• Assist in retaining existing clients and attracting new ones through exceptional service and relationship-building
• Introduce and educate clients about the fundamentals and benefits of products and services being offered year-round at Block Advisors
• Work closely with the Block Advisor Office Manager to create and implement a small business client growth strategy for the offices they support
• Prepare and review individual and business tax returns to ensure accuracy and compliance with current tax laws and regulations. Provide strategic tax planning advice to clients to optimize their tax positions and minimize liabilities
• Serve as an advisor to small business clients by recommending other services that would be beneficial to the client’s financial situation by using their expertise, judgement and experience
• Directs preparation of required financial/tax documents. Implement quality control measures to ensure the accuracy and completeness of all tax returns prepared within the office
• Maintains knowledge of trends, developments, and best practices in the accounting profession; applies knowledge to make recommendations that can impact the business and tax situation of the client
• Transition to H&R Block’s tax software and other technology tools to streamline the tax preparation process and enhance client service
• Plan for and develop an overall return and business services calendar and coordinate timing and inputs with teams

Requirements

• Bachelor's degree or the equivalent through a combination of education and related work experience
• Ability to effectively communicate through a variety of media - email, video, phone and in person
• Ability to deliver client service experience that makes clients want to retain the services of Block Advisors for their business and personal tax needs year after year
• experience in a customer centric environment
• Strong computer skills and the ability to utilize multiple computer applications simultaneously
• Successful completion of the H&R Block Tax Knowledge Assessment,
• Experience with entity returns
• Must complete 10-hour continuing education requirement and meet all other IRS and applicable state requirements
• Complete Small Business Certification (internal candidates prior to hire and External candidates after hire)
• Circular 230 governed credentialed
• Sales and/or Marketing experience
• Project Management experience

Skills

Preferred

• Circular 230 governed credentialed
• Sales and/or Marketing experience
• Project Management experience