Receptionist
H&R Block, Inc. job in Dallas, TX
Our Company At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a high performing, connected culture, where everyone feels like they belong.
We strive to continuously improve our business and have committed to a long-term strategy and transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we work, how we serve, and how we lead in our industry.
At H&R Block, we're curious, creative, and always on the move. If you embrace challenges as opportunities and seek to make a meaningful difference where you live, work, and play, our door is always open.
A Typical Day...
Helping others is what we do best here, which means you will get to see the impact of your work firsthand. As you inspire people to make confident, informed decisions about their lives, careers, and money, you will build client relationships that will grow stronger each year. Joining H&R Block as a seasonal Client Service Professional/Receptionist means you'll focus on how to wow clients now and in the future.
It would be even better if you also had...
* High school diploma or equivalent
* Ability to work flexible schedule and/or in multiple locations
* Sales/marketing experience
What you'll bring to the team...
* Answer phones and greet clients in a personalized, friendly, and inviting manner
* Match clients with the best-suited tax professional for their needs
* Schedule clients how they would like to be scheduled
* Help to ensure all clients needs have been met during service both in person, over the phone or virtually
* Maintain office cleanliness and organization of resources with team members
* Other duties as assigned
Your Expertise:
* Experience working in a fast-paced environment
* Previous experience in a customer service environment
* Ability to multi-task
* Strong organizational and time-management skills
* Computer proficient with the ability to use Microsoft Office
Why work for us
At H&R Block, we believe and invest in our people by committing to their total well-being. Our benefit offerings can help associates plan for their unique health, wellbeing and financial wellness needs.
* Employee Assistance Program with Health Advocate.
* Wellbeing program, BetterYou, to help you build healthy habits.
* Neurodiversity and caregiver support available to you and your family.
* Various discounts on everyday items and services.
* Benefits with additional eligibility requirements: Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan.
* Click here to checkout all available benefits.
The Community You Will Join:
At H&R Block we remain committed to building a Connected Culture - one in which trust, care, and connections are how we work together as we continue to create an environment where everyone feels safe to bring their authentic self to work every day and feels like they belong as part of a larger team.
You will be immersed in an exceptional work environment that is recognized throughout the world on Best Companies lists! You will also be surrounded by colleagues who are committed to helping each other grow and support each other.
H&R Block is an equal opportunity employer. We welcome and celebrate diversity in the workplace regardless of gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, or veteran status.
If you're looking to make an impact, H&R Block is the place for you.
Sponsored Job
#41699
Helping others is what we do best here, which means you will get to see the impact of your work firsthand. As you inspire people to make confident, informed decisions about their lives, careers, and money, you will build client relationships that will grow stronger each year. Joining H&R Block as a seasonal Client Service Professional/Receptionist means you'll focus on how to wow clients now and in the future.
Auto-ApplySeasonal, Operations Technical Specialist
H&R Block, Inc. job in Arlington, TX
Our Company We care about helping people. Our purpose is to provide help and inspire confidence in our clients and communities everywhere. Our associates feel a sense of belonging in an inclusive place with an amazing history and a sharp focus on our future. Our connected culture is who we are and how we work together to achieve our strategies, accelerate our transformation, and achieve extraordinary results. It's an exciting time to be a part of H&R Block!
What you'll do...
As a seasonal Operations Technical Specialist, you will play a key role in supporting office readiness across H&R Block's tax office network. You will be responsible for executing hands-on operational and technical tasks, including basic technology setup, supply delivery, routine maintenance, and support for office openings, closures, and relocations. Working closely with field leadership, you will ensure offices meet brand standards and are equipped for successful operation throughout the tax season.
Day to day, you'll…
* Perform basic building maintenance such as replacing light bulbs, replacing ceiling tiles, cleaning HVAC vents, conducting minor low-voltage electrical work and repairing minor damages
* Deliver supplies and materials to and from tax office locations in a timely and organized manner
* Support the annual set up and closing of seasonal tax offices, including setting up the office according to the planogram, installing window clings, electrical lightboxes, and open signs, ensuring office cleanliness, performing custodial work, and confirming offices meet overall brand standards
* Set up, shut down, and provide ongoing support for PC hardware across multiple office locations with guidance from the District Operation Coordinator and Operations Technical Analyst
* Maintain an inventory of district resources
* Track and control hot spare computer equipment in the district
* Document hardware problems and their resolution within the ticketing system
* Maintain up-to-date technical knowledge of the department's supported products and systems
* Participate in all required training relevant to the position and perform other duties as assigned
What you'll bring to the team...
Education:
* High school diploma or equivalent
Work Experience:
* Knowledge of Outlook and Microsoft Suite applications, which may include virtual tools
* Basic IT knowledge including demonstrated ability to set up, maintain, and troubleshoot computer hardware
* Must have reliable transportation to travel between office locations as required
* Must be able to work independently
* Must be able to lift 55 pounds
* Demonstrated decision-making, analytical, and problem-solving skills
* Demonstrated organization, prioritization, and project coordination skills
* Effectively demonstrate oral, written, and interpersonal communication skills; ability to interact with all levels of associates
* Effective time management and multi-tasking skills
* Ability to follow direction
Why work for us
Since 1955, we have been leaders in tax preparation, financial services, and small business solutions. With 70,000 associates and 9,000 retail tax locations across North America, Australia, Ireland, and India, we have helped millions of clients and countless communities. If you embrace challenges as opportunities, value winning as a team, and seek to make a meaningful difference, join us on our journey. You'll reap the rewards of helping others along with competitive compensation and benefits to support your health and well-being.
Specific benefits may vary based on your role. For detailed eligibility requirements and benefits information, visit blockbenefits.com.
Equal Opportunity Employer: H&R Block does not tolerate discrimination based on a person's race, color, religion, ancestry, age, sex/gender (including pregnancy, childbirth, related medical conditions and sex-based stereotypes and transgender status), sexual orientation, gender identity or expression, service in the Armed Forces, national origin, physical or mental disability, genetic information, citizenship status or any other status protected by law.
As a seasonal Operations Technical Specialist, you will play a key role in supporting office readiness across H&R Block's tax office network. You will be responsible for executing hands-on operational and technical tasks, including basic technology setup, supply delivery, routine maintenance, and support for office openings, closures, and relocations. Working closely with field leadership, you will ensure offices meet brand standards and are equipped for successful operation throughout the tax season.
Day to day, you'll…
* Perform basic building maintenance such as replacing light bulbs, replacing ceiling tiles, cleaning HVAC vents, conducting minor low-voltage electrical work and repairing minor damages
* Deliver supplies and materials to and from tax office locations in a timely and organized manner
* Support the annual set up and closing of seasonal tax offices, including setting up the office according to the planogram, installing window clings, electrical lightboxes, and open signs, ensuring office cleanliness, performing custodial work, and confirming offices meet overall brand standards
* Set up, shut down, and provide ongoing support for PC hardware across multiple office locations with guidance from the District Operation Coordinator and Operations Technical Analyst
* Maintain an inventory of district resources
* Track and control hot spare computer equipment in the district
* Document hardware problems and their resolution within the ticketing system
* Maintain up-to-date technical knowledge of the department's supported products and systems
* Participate in all required training relevant to the position and perform other duties as assigned
Auto-ApplyVice President, Enterprise Data Management
Dallas, TX job
Why Ryan?
Hybrid Work Options
Award-Winning Culture
Generous Personal Time Off (PTO) Benefits
14-Weeks of 100% Paid Leave for New Parents (Adoption Included)
Monthly Gym Membership Reimbursement OR Gym Equipment Reimbursement
Benefits Eligibility Effective Day One
401K with Employer Match
Tuition Reimbursement After One Year of Service
Fertility Assistance Program
Four-Week Company-Paid Sabbatical Eligibility After Five Years of Service
The Enterprise Data Management Lead is responsible for overseeing the design, implementation, and governance of enterprise data management strategies, ensuring high data quality, security, and accessibility across the organization. This role requires a balance of hands-on technical expertise and strong leadership, serving as a liaison between business stakeholders and IT to drive data-driven decision-making and operational excellence
Duties and Responsibilities, aligned with Key Results:
People
Mentor, coach, and develop team members, fostering technical growth and ensuring best practices in data management.
Lead cross-functional teams to align on data initiatives and drive organizational adoption of data management tools and frameworks.
Facilitate training and change management to promote awareness and adoption of enterprise data processes across departments.
Client
Serve as the primary liaison between business stakeholders and technical teams, ensuring alignment of data initiatives with organizational goals.
Translate complex business requirements into effective enterprise data strategies and technical solutions.
Partner with tax, finance, and operations leaders to ensure cross-functional data needs are addressed consistently and accurately.
Value
Lead the development and execution of enterprise data management and governance strategies, including data quality, data lineage, and master data management initiatives.
Oversee the design and implementation of scalable, reliable data solutions using platforms such as Databricks.
Establish and enforce governance frameworks, policies, and standards to ensure integrity, security, and compliance with regulatory requirements.
Drive continuous improvement in data management processes, identifying and addressing gaps or inefficiencies.
Manage and prioritize multiple projects, ensuring timely delivery and measurable business value.
Education and Experience:
Bachelor's degree in Computer Science, Information Systems, Finance, or related field (Master's preferred).
10+ years of experience in enterprise data management, data governance, or related fields, with at least 5 years in a leadership role.
Proven experience with ETL, data modeling, SQL, and master data management solutions.
Hands-on expertise with enterprise data platforms such as Databricks, Collibra, or equivalent.
Strong background in ERP systems, FP&A, and tax domain data requirements is a plus.
Industry knowledge in financial services, insurance, or asset management preferred.
Additional Required Skills and Experience:
Strong background in data integration (ETL), data warehousing, metadata management, and data quality solutions.
Demonstrated ability to analyze complex business issues and perform advanced data analysis.
Excellent communication and collaboration skills, with a proven track record of building alignment between business and IT.
Experience leading large-scale software implementation projects and Agile methodologies.
Familiarity with data privacy regulations and compliance requirements.
Knowledge of BI and analytics platforms such as Tableau.
Computer Skills:
To perform this job successfully, an individual must have intermediate knowledge of Microsoft Project, Word, Excel, Access, PowerPoint, Outlook, and Internet navigation and research.
Work Environment:
Standard indoor working environment.
Occasional long periods of sitting while working at computer.
Must be able to lift, carry, push or pull up to 30 lbs.
Position requires regular interaction with employees at all levels of the Firm and interface with external vendors as necessary.
Equal Opportunity Employer: disability/veteran
Auto-ApplyAccount Executive, Tax Software Sales
Dallas, TX job
Why Ryan?
Hybrid Work Options
Award-Winning Culture
Generous Personal Time Off (PTO) Benefits
14-Weeks of 100% Paid Leave for New Parents (Adoption Included)
Monthly Gym Membership Reimbursement OR Gym Equipment Reimbursement
Benefits Eligibility Effective Day One
401K with Employer Match
Tuition Reimbursement After One Year of Service
Fertility Assistance Program
Four-Week Company-Paid Sabbatical Eligibility After Five Years of Service
Tax.com is the technology engine behind Ryan, LLC's global tax services leadership. As the digital platform powering Ryan's advanced tax solutions, tax.com delivers innovative, subscription-based software that transforms complex tax operations into streamlined, intelligent, and scalable systems-empowering businesses to take control of their tax functions with precision and ease.
At tax.com, we are revolutionizing the traditional tax industry by introducing innovative solutions to outdated practices. As an Account Executive, your role will be pivotal in transforming how businesses manage their tax responsibilities-typically the second or third largest cost items, historically addressed with outdated 1990s technology.
Tax.com solutions are powered by the insights and ingenuity of some of the most renowned tax professionals at Ryan whose experience and expertise form the bedrock on which our solutions are built. Over 2K+ global companies like JPMorgan Chase Bank, United Airlines, Albertsons and Whole Foods trust tax.com to help them navigate and conquer the complexity of the dynamic corporate tax world with our AI driven platform technology and innovate how they pay taxes.
The Account Executive will be responsible for promoting the tax.com platform in the mid-market to enterprise marketplace. The ideal candidate will possess both a sales and technical background that enables them to drive new business opportunities at the client's Finance and Tax functional business levels as well as with their IT counterparts. We are looking for exceptionally strong and creative thinkers who thrive in a team environment and embraces all aspects of selling. Must be able to work in fast-paced, dynamic environment and have very strong verbal and written communication skills.
Duties and responsibilities, as they align to tax.com 's Key Results
Selling the tax.com platform, the #1 most comprehensive corporate tax software to new mid-market to enterprise customers across multiple verticals
Manage complex sales cycles starting with discovery, building and managing relationships, to the close of business and onboarding.
Close partnership with Sales Development Representative, Sales Engineer, and Sales Management teams to strategically plan your path to exceeding quotas.
Strong ownership and accountability of your targets with high level of drive to perform the activities that drive success.
Provide thought leadership in ideas, market feedback and customer insights to continually drive new product innovation and improve overall sales productivity.
Develops referrals and reference accounts by building long-term strategic relationships.
Qualifications
Proven track record of exceeding sales quotas.in B2B SaaS sales environment
Outbound prospecting and hunter mentality
Must have experience selling tax/compliance solutions into the office of the CFO
Excellent time management
Excellent written skills and highly articulate
Education and Experience:
5+ years of solution software sales experience with a history of driving, managing, and closing new customers.
Experience selling software (cloud/SaaS)
Proven ability to hit, or exceed, sales quota.
Ability to articulate value proposition to C-Level, Finance, Account & HR executives.
Experience selling financial technology is a plus.
Bachelor's degree or equivalent
Work Environment:
Limited travel required for this role.
Standard indoor working environment.
Occasional long periods of sitting while working at computer.
Occasional long periods of standing while attending college recruiting programs.
Position requires regular interaction with employees at all levels of the Firm and interface with external clients, vendors, and candidates at all levels.
Equal Opportunity Employer: disability/veteran
Compensation includes a $125K base with $250K OTE and uncapped commissions
Auto-ApplyDirector DevOps
Dallas, TX job
Why Ryan?
Hybrid Work Options
Award-Winning Culture
Generous Personal Time Off (PTO) Benefits
14-Weeks of 100% Paid Leave for New Parents (Adoption Included)
Monthly Gym Membership Reimbursement OR Gym Equipment Reimbursement
Benefits Eligibility Effective Day One
401K with Employer Match
Tuition Reimbursement After One Year of Service
Fertility Assistance Program
Four-Week Company-Paid Sabbatical Eligibility After Five Years of Service
The Director, DevOps is a “Hands On” position which provides leadership to the DevOps team, guides and delivers technology service to all stakeholders. The DevOps team is responsible and accountable for RYAN's online product portfolio. The team implements CI/CD pipelines and implements monitoring solutions to ensure our products and services are constantly available for our customers. The Senior Manager position is fully accountable for ensuring our products provide our customers with an outstanding customer experience by ensuring they remain available, secure and performant.
Duties and responsibilities, aligned to Ryan's Key Results:
People:
Act as a trusted adviser to both business and technology stakeholders.
Develop professional relationship with all levels of the organization, clients and vendors.
Provide day-to-day oversight and management of staff, ensure efficient working of staff and provide feedback for employees.
Participate in planning, creating and managing our Multi-Cloud AWS, GCP and Azure environment.
Plan, implement and manage application availability and performance monitoring processes.
Troubleshoot complex production issues in a distributed environment.
Diligently work to improve the quality of solutions delivered to our customers by helping build out our Continuous Integration Continuous Delivery (CI/CD) pipelines.
Work with the development team to make our applications more stable and faster.
Work with QA teams for reproduction and setup of complex production issues
Apply patches and updates as needed for issues found in production.
Participate in on-call rotations, driving restoration and repair of service-impacting issues
Adhere to defined IT security and process governance as defined.
Value:
Highly responsible, self-disciplined, self-managed, self-motivated, able to work with little or no supervision.
Passion to understand, learn, and dissect new technologies quickly on your own.
Demonstrable leadership in implementing a culture of continuous improvement and excellence.
Obsessive about automation.
Education and Experience:
Bachelor's degree in related field or equivalent with at least twenty years prior progressive experience in a multistate or international firm environment is required.
Excellent management and organizational skills, including the ability to direct multiple assignments and manage multiple direct reports
15+ years of experience in DevOps or similar roles. Inclusive of the below:
10+ years of experience with AWS, GCP and Azure tools and methodologies.
7+ years of experience driving the adoption of and achieving successful Agile and DevOps practices
5+ years of experience with SQL and NoSQL databases.
5+ years of experience with containerization technologies such as Docker and Kubernetes
Experience with agile planning, deployment, integration, test/validation, and configuration custom software across multiple DevOps tooling platforms; Experience with configuration management tools (Puppet, Ansible, Chef, Azure DevOps or similar) and experience in automation by scripting in Bash, PowerShell, Perl, Ruby, JavaScript, and Python.
Strong practical administration skills in Cloud and Virtualized environment (GCP, AWS, Azure, VMware, etc.)
Experience with source control systems (i.e. GIT, TFS)
Hands-on experience with application monitoring and analytics tools (i.e. Azure Application Insights, DataDog, WhatsUp Gold, SolarWinds)
Hands-on experience working as a DevOps, Build & Release Engineer ideally with Microsoft-based applications online/on-prem.
Experience with CI systems (i.e. Jenkins, CruiseControl, TeamCity, VSTS).
Strong written, verbal and presentation skills
Computer Skills:
To perform this job successfully, an individual must have intermediate knowledge of Microsoft Project, Word, Excel, PowerPoint, Outlook, wireframe tools, and Internet navigation and research.
Certificates and Licenses:
Valid driver's license required.
Supervisory Responsibilities:
Directs employees and teams, carries out all responsibilities in accordance with Firm policies and applicable law.
Work Environment:
Standard indoor working environment.
Occasional long periods of sitting or standing while working.
Position requires regular interaction with employees and clients both in person and via e-mail and telephone.
Independent travel requirement: 0 to 10%.
Equal Opportunity Employer: disability/veteran
#DICE
Auto-ApplyBlock Advisors Receptionist
H&R Block, Inc. job in Arlington, TX
Our Company At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a high performing, connected culture, where everyone feels like they belong.
We strive to continuously improve our business and have committed to a long-term strategy and transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we work, how we serve, and how we lead in our industry.
At H&R Block, we're curious, creative, and always on the move. If you embrace challenges as opportunities and seek to make a meaningful difference where you live, work, and play, our door is always open.
A Typical Day...
Helping others is what we do best here, which means you will get to see the impact of your work firsthand. As you inspire people to make confident, informed decisions about their lives, careers, and money, you will build client relationships that will grow stronger each year. Joining H&R Block as a seasonal Client Service Professional/Receptionist means you'll focus on how to wow clients now and in the future.
It would be even better if you also had...
* High school diploma or equivalent
* Ability to work flexible schedule and/or in multiple locations
* Sales/marketing experience
What you'll bring to the team...
* Answer phones and greet clients in a personalized, friendly, and inviting manner
* Match clients with the best-suited tax professional for their needs
* Schedule clients how they would like to be scheduled
* Help to ensure all clients needs have been met during service both in person, over the phone or virtually
* Maintain office cleanliness and organization of resources with team members
* Other duties as assigned
Your Expertise:
* Experience working in a fast-paced environment
* Previous experience in a customer service environment
* Ability to multi-task
* Strong organizational and time-management skills
* Computer proficient with the ability to use Microsoft Office
Why work for us
At H&R Block, we believe and invest in our people by committing to their total well-being. Our benefit offerings can help associates plan for their unique health, wellbeing and financial wellness needs.
* Employee Assistance Program with Health Advocate.
* Wellbeing program, BetterYou, to help you build healthy habits.
* Neurodiversity and caregiver support available to you and your family.
* Various discounts on everyday items and services.
* Benefits with additional eligibility requirements: Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan.
* Click here to checkout all available benefits.
The Community You Will Join:
At H&R Block we remain committed to building a Connected Culture - one in which trust, care, and connections are how we work together as we continue to create an environment where everyone feels safe to bring their authentic self to work every day and feels like they belong as part of a larger team.
You will be immersed in an exceptional work environment that is recognized throughout the world on Best Companies lists! You will also be surrounded by colleagues who are committed to helping each other grow and support each other.
H&R Block is an equal opportunity employer. We welcome and celebrate diversity in the workplace regardless of gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, or veteran status.
If you're looking to make an impact, H&R Block is the place for you.
Sponsored Job
#8158
Helping others is what we do best here, which means you will get to see the impact of your work firsthand. As you inspire people to make confident, informed decisions about their lives, careers, and money, you will build client relationships that will grow stronger each year. Joining H&R Block as a seasonal Client Service Professional/Receptionist means you'll focus on how to wow clients now and in the future.
Auto-ApplyProject Manager, Transaction Tax Transformation and Automation
Dallas, TX job
Why Ryan?
Hybrid Work Options
Award-Winning Culture
Generous Personal Time Off (PTO) Benefits
14-Weeks of 100% Paid Leave for New Parents (Adoption Included)
Monthly Gym Membership Reimbursement OR Gym Equipment Reimbursement
Benefits Eligibility Effective Day One
401K with Employer Match
Tuition Reimbursement After One Year of Service
Fertility Assistance Program
Four-Week Company-Paid Sabbatical Eligibility After Five Years of Service
The Manager, Tax Technology (“Project Manager”) manages the delivery of technology automation projects that are transformational to a client's tax organization. These projects may include data transformation, data visualization, robotic process automation, tax engine deployments, data enablement and support, process review and transformation, and the development of custom solutions to automate various areas of tax determination and compliance. When delivering these types of projects, the Project Manager helps with managing project scope, tasks, project teams, timelines, budgets, resource allocation and reviewing deliverables set forth in the engagement agreement. The Project Manager oversees the primary phases of a standardized software development/implementation approach including requirements analysis, functional and technical design, process design and configuration, and the installation of enterprise-class tax automation solutions, including third party software. The Project Manager also maintains and supports existing client relationships, assists with business development activities by preparing proposals, and provides technical leadership and guidance to staff resources.
Job Summary:
The Manager, Tax Technology (“Project Manager”) manages the delivery of technology automation projects that are transformational to a client's tax organization. These projects may include data transformation, data visualization, robotic process automation, tax engine deployments, data enablement and support, process review and transformation, and the development of custom solutions to automate various areas of tax determination and compliance. When delivering these types of projects, the Project Manager helps with managing project scope, tasks, project teams, timelines, budgets, resource allocation and reviewing deliverables set forth in the engagement agreement. The Project Manager oversees the primary phases of a standardized software development/implementation approach including requirements analysis, functional and technical design, process design and configuration, and the installation of enterprise-class tax automation solutions, including third party software. The Project Manager also maintains and supports existing client relationships, assists with business development activities by preparing proposals, and provides technical leadership and guidance to staff resources.
Duties and responsibilities, as they align to Ryan's Key Results
People:
Creates a positive team experience.
Provides project management support to the delivery team as they configure tax automation software solutions and assumes responsibility for day-to-day project management duties.
Creates and executes project workplans and enforces proper methodology and standards.
Provides mentorship and technical training to staff as needed.
Client:
Manages day-to-day operational aspects of projects.
Leads the creation of custom solutions for client tax automation and process needs.
Leads the creation of client deliverable documentation, including creating, composing, and editing written materials.
Manages technical delivery for projects including development of Alteryx workflows, tax engine or ERP configurations, and the development of a custom solution.
Leads documentation and deliverables creation by the project team, confirming business and system processes performed for tax determination, and works with the team and clients to help review, define, and document existing and proposed transaction tax processes.
Develops project workplans and timelines associated with project deliverables.
Owns processes to track adherence to project timelines and budgets, helping drive project profitability and efficiencies.
Manages and validates data gathering, extraction, and analysis of client data.
Manages client data acquisition to support the tax technology services on a required basis.
Travels to client locations to gather requirements, review processes, and perform other tax technology services as necessary.
Provides management support to client service teams and clients.
Prepares and distributes weekly project status reports to all project stakeholders.
Provides project management support to the delivery team as they configure tax automation software solutions and assumes responsibility for day-to-day project management duties.
Value:
Leads projects to deliver solutions that are transformative in nature and eliminates challenging areas for clients throughout the transaction lifecycle (Tax Policy, Tax Determination, Compliance, Audit Support, Tax Planning)
Leads new process designs for tax transformation which includes tax determination, data enablement supporting the tax organization and other transformational areas.
Leads implementation, testing, maintenance, and support of software, based on technical design specifications.
Leads or facilities architecture and code reviews.
Performs initial review of technical design specifications, based on functional requirements and analysis documents.
Reviews functional requirements, analysis, and design documents and provides feedback.
Analyzes existing business and system processes.
Documents business and system processes performed for tax determination.
Leads development, installation, and configuration tax automation software solutions.
Leads creation, execution, and documentation of testing scenarios.
Performs other duties as assigned.
Education and Experience:
Bachelor's or Master's degree in Accounting, Information Systems, Management Information Systems or Information Technology and Management, and a minimum of seven hours of Accounting.
Five to seven years related tax automation and technology experience.
Experience leading projects and supervising, coaching, mentoring and training staff as required.
Experience leading requirements gathering and design workshops and documenting solutions for review by management.
Strong solution minded and design skills required.
Excellent written and verbal communication skills required.
Experience with complex software development projects through all phases of the software development life cycle.
Working knowledge of software such as Robotic Process Automation (RPA) tools (Automation Anywhere, UiPath, BluePrism), Data ETL tools (Alteryx, PowerQuery, Dataiku, Tableau Prep, Knime), and data visualization tools (PowerBI, Tableau).
Experience with Generative AI & LLM is a plus.
ERP knowledge specific to tax determination and finance. Experience with SAP ECC / HANA is a plus.
Tax Technology software experience (OneSource Determination, Vertex O Series, Vertex Returns, OneSource Compliance) is also a plus.
Computer Skills:
To perform this job successfully, an individual must have intermediate knowledge of Microsoft Word, Access, Excel, Outlook, and Internet navigation and research
Certificates and Licenses:
Valid driver's license required. PMP is a plus.
Supervisory Responsibilities:
This position has no direct supervisory responsibilities.
Work Environment:
Standard indoor working environment.
Occasional long periods of sitting while working at computer.
Position requires regular interaction with employees at all levels of the Firm and interface with multiple external vendors and clients as necessary.
Independent travel requirement: 15%+.
Compensation:
For certain California based roles, the base salary hiring range for this position is $138,000.00 - $177,650.00
For other California based roles, the base salary hiring range for this position is $126,500.00 - $162,800.00
For Colorado based roles, the base salary hiring range for this position is $121,000.00 - $155,650.00
For Illinois based roles, the base salary hiring range for this position is $126,500.00 - $162,800.00
For other Illinois based roles, the base salary hiring range for this position is $121,000.00 - $155,650.00
For New York based roles, the base salary hiring range for this position is $138,000.00 - $177,650.00
For other New York based roles, the base salary hiring range for this position is $115,000.00 - $147,950.00
For Washington based roles, the base salary hiring range for this position is $126,500.00 - $162,800.00
The Company makes offers based on many factors, including qualifications and experience. Roles may be eligible for incentive compensation.
Equal Opportunity Employer: disability/veteran
Auto-ApplyTax Data Analyst
Lewisville, TX job
Job DescriptionBenefits:
401(k)
401(k) matching
Bonus based on performance
Company parties
Employee discounts
Flexible schedule
Opportunity for advancement
Training & development
Wellness resources
Job Summary:
We are seeking a detail-oriented and analytical Data Analyst to join our dynamic tax team. The successful candidate will play a crucial role in ensuring the accuracy and integrity of tax-related data. The Data Analyst will be responsible for collecting, organizing, and analyzing tax and financial data to support tax preparation and compliance, reporting, and strategic decision-making.
Key Responsibilities:
Data Collection and Compilation:
Gather and compile relevant financial data from various sources, including client forms, internal systems, financial statements, and third-party reports.
Ensure the completeness and accuracy of tax-related information.
Data Analysis and Interpretation:
Conduct thorough analysis of financial data to identify trends, anomalies, and potential tax implications.
Tax Compliance:
Assist in the preparation of tax returns by providing accurate and well-organized data.
Collaborate with tax professionals to ensure compliance with local, state, and federal tax laws.
Quality Assurance:
Perform regular audits and reviews of tax data to maintain data accuracy and integrity.
Implement and maintain data quality controls to minimize errors and discrepancies.
Reporting:
Generate comprehensive reports summarizing tax-related data analysis for internal stakeholders.
Communicate findings and insights in a clear and understandable manner.
Process Improvement:
Identify opportunities for process improvement in tax data management and implement efficient solutions.
Stay informed about changes in tax regulations and adjust data processes accordingly.
Qualifications:
Obtain IRS PTIN
Pass Background check
Proven experience in data analysis, preferably in a tax or finance-related role.
Proficiency in Microsoft tools and learning new software (e.g., Excel, SQL).
Excellent attention to detail and organizational skills.
Strong communication and collaboration skills.
Ability to work under tight deadlines and manage multiple tasks simultaneously.
Willingness to serve people
Preferred Qualifications:
Professional certification such as CPA or CMA.
Familiarity with tax software and ERP systems.
Bachelor's degree in Accounting, Finance, or a related field.
If you are a highly motivated individual with a passion for data analysis, we encourage you to apply for this rewarding position. Join our team and contribute to the success of our finance department.
3 month seasonal role with opportunity to go full time
Perks:
Hourly pay + competitive bonus program
Flexible Schedule Options
Heath & wellness benefits
401K and other perks
Corporate discount program
Free tax preparation training and PTIN registration
Free continuing tax education
Enrolled Agent materials and testing reimbursement
DevOps Engineer
Dallas, TX job
Why Ryan?
Hybrid Work Options
Award-Winning Culture
Generous Personal Time Off (PTO) Benefits
14-Weeks of 100% Paid Leave for New Parents (Adoption Included)
Monthly Gym Membership Reimbursement OR Gym Equipment Reimbursement
Benefits Eligibility Effective Day One
401K with Employer Match
Tuition Reimbursement After One Year of Service
Fertility Assistance Program
Four-Week Company-Paid Sabbatical Eligibility After Five Years of Service
As a member of the Ryan Application Development Team, this position will be a critical contributor to an ambitious strategic initiative with the goal of re-envisioning a broad suite of enterprise level applications. Aiming to create simple and compelling developer and client experiences, the DevOps Engineer will be required to design, maintain, and manage infrastructure configuration with the goal of achieving a continuous deployable system while maintaining an exceptional level of service delivery for all our clients. We are looking for someone that is experienced in building scalable and efficient cloud infrastructure with built-in monitoring for automated system health checks. Candidates will be required to interface directly with technical leads, software architects, other business groups, and key stakeholders demanding exceptional communication and interpersonal skills.
The Ryan Application Development Team promotes an open-minded atmosphere of learning and growth and expects the same from candidates. We want to foster a positive and enthusiastic can-do attitude with our work. Candidates should have a sense of where things are going and have experience using best of breed tools, technologies, and practices. This role is a formative one for the future of application development within Ryan, LLC and will be best filled by candidates hungry to have a huge impact.
Duties and responsibilities, as they align to Ryan's Key Results
People:
Creates a positive team member experience.
Support and assist development teams as needed.
Client:
Proactively provide updates to CI/CD pipelines and tooling around them.
Implement and maintain monitoring and alerting systems
Build and maintain production systems ensuring high availability and scalability.
Value:
Oversee routine maintenance procedures and perform diagnostic tests.
Submit recommendations to application development teams for upgrades and enhancements.
Contribute to efficiency improvements through process automation
Document and maintain system design and functions
Performs other duties as assigned.
Education and Experience:
Bachelor's in Computer Science, Engineering, Mathematics or equivalent related work experience. Three or more years of practical applications development experience in a DevOps or System Engineer capacity.
Computer Skills:
To perform this job successfully, an individual must have strong knowledge of Azure, AWS, Azure DevOps, Windows Server, Microsoft SQL Server, SQL Server - Availability Groups, scripting (Python, PowerShell), automation (Terraform, Ansible, CloudFormation, etc.), and containerization technologies such as Docker, Kubernetes.
Certificates and Licenses:
Valid driver's license required.
Supervisory Responsibilities:
This position has no supervisory responsibilities.
Work Environment:
Standard indoor working environment.
Occasional long periods of sitting while working at computer.
Position requires regular interaction with employees at all levels of the firm as well as interaction with external vendors and clients as necessary.
Independent travel requirement: up to 10%.
Compensation:
For certain California based roles, the base salary hiring range for this position is $96,000.00 - $126,060.00
For other California based roles, the base salary hiring range for this position is $88,000.00 - $115,610.00
For Colorado based roles, the base salary hiring range for this position is $84,000.00 - $110,330.00
For Illinois based roles, the base salary hiring range for this position is $88,000.00 - $115,610.00
For other Illinois based roles, the base salary hiring range for this position is $84,000.00 - $110,330.00
For New York based roles, the base salary hiring range for this position is $96,000.00 - $126,060.00
For other New York based roles, the base salary hiring range for this position is $80,000.00 - $105,050.00
For Washington based roles, the base salary hiring range for this position is $88,000.00 - $115,610.00
The Company makes offers based on many factors, including qualifications and experience. Certain roles may be eligible for incentive compensation.
#DICE
Equal Opportunity Employer: disability/veteran
Auto-ApplyClient Service Professional - Seasonal
H&R Block, Inc. job in Justin, TX
Our Company At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a high performing, connected culture, where everyone feels like they belong.
We strive to continuously improve our business and have committed to a long-term strategy and transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we work, how we serve, and how we lead in our industry.
At H&R Block, we're curious, creative, and always on the move. If you embrace challenges as opportunities and seek to make a meaningful difference where you live, work, and play, our door is always open.
A Typical Day...
Helping others is what we do best here, which means you will get to see the impact of your work firsthand. As you inspire people to make confident, informed decisions about their lives, careers, and money, you will build client relationships that will grow stronger each year. Joining H&R Block as a seasonal Client Service Professional/Receptionist means you'll focus on how to wow clients now and in the future.
It would be even better if you also had...
* High school diploma or equivalent
* Ability to work flexible schedule and/or in multiple locations
* Sales/marketing experience
What you'll bring to the team...
* Answer phones and greet clients in a personalized, friendly, and inviting manner
* Match clients with the best-suited tax professional for their needs
* Schedule clients how they would like to be scheduled
* Help to ensure all clients needs have been met during service both in person, over the phone or virtually
* Maintain office cleanliness and organization of resources with team members
* Other duties as assigned
Your Expertise:
* Experience working in a fast-paced environment
* Previous experience in a customer service environment
* Ability to multi-task
* Strong organizational and time-management skills
* Computer proficient with the ability to use Microsoft Office
Why work for us
At H&R Block, we believe and invest in our people by committing to their total well-being. Our benefit offerings can help associates plan for their unique health, wellbeing and financial wellness needs.
* Employee Assistance Program with Health Advocate.
* Wellbeing program, BetterYou, to help you build healthy habits.
* Neurodiversity and caregiver support available to you and your family.
* Various discounts on everyday items and services.
* Benefits with additional eligibility requirements: Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan.
* Click here to checkout all available benefits.
The Community You Will Join:
At H&R Block we remain committed to building a Connected Culture - one in which trust, care, and connections are how we work together as we continue to create an environment where everyone feels safe to bring their authentic self to work every day and feels like they belong as part of a larger team.
You will be immersed in an exceptional work environment that is recognized throughout the world on Best Companies lists! You will also be surrounded by colleagues who are committed to helping each other grow and support each other.
H&R Block is an equal opportunity employer. We welcome and celebrate diversity in the workplace regardless of gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, or veteran status.
If you're looking to make an impact, H&R Block is the place for you.
Helping others is what we do best here, which means you will get to see the impact of your work firsthand. As you inspire people to make confident, informed decisions about their lives, careers, and money, you will build client relationships that will grow stronger each year. Joining H&R Block as a seasonal Client Service Professional/Receptionist means you'll focus on how to wow clients now and in the future.
Auto-ApplyManager, Transaction Tax Transformation and Automation
Dallas, TX job
Why Ryan?
Hybrid Work Options
Award-Winning Culture
Generous Personal Time Off (PTO) Benefits
14-Weeks of 100% Paid Leave for New Parents (Adoption Included)
Monthly Gym Membership Reimbursement OR Gym Equipment Reimbursement
Benefits Eligibility Effective Day One
401K with Employer Match
Tuition Reimbursement After One Year of Service
Fertility Assistance Program
Four-Week Company-Paid Sabbatical Eligibility After Five Years of Service
The Manager, Tax Technology (“Project Manager”) manages project scope, tasks, project teams, timelines, budgets, and resource allocation; and prepares and reviews deliverables in connection with client service. The Project Manager oversees the functional and technical direction of projects, including on-time and on-budget delivery of tax technology project tasks, such as detail requirements analysis, process design and configuration, deliverables, and installation and implementation of enterprise-class tax automation software and related processes. The Project Manager also maintains and supports existing partnerships, client relationships, and provides technical leadership and guidance to his/her team and clients on project status and adherence to timeline and budget. The Project Manager also assists with business development activities by preparing proposals, engagement agreements, and participating in calls and onsite meetings.
Duties and responsibilities, as they align to Ryan's Key Results
People:
Creates a positive team experience.
Provides mentorship and training to staff as needed.
Client:
Provides project management support to client service teams and clients.
Develops client workplans and schedules associated with project deliverables.
Creates processes to track adherence to project timelines and budgets that enable Ryan to notify clients should any material variances be identified or predicted.
Reviews documentation created by the project team, confirming business and system processes performed for tax determination, and works with the team and clients to help review, define, and document existing transaction tax processes.
Reviews client deliverable documentation, including creating, composing, and editing written materials.
Assists with client billing and financial forecasting.
Prepares and distributes weekly project status reports to all project stakeholders.
Develops templates and formats specifications for project deliverables for client review and approval.
Creates and maintains master project resource contact lists for the delivery team and our client team to utilize as necessary.
Provides project management support to the delivery team as they configure tax automation software solutions and assumes responsibility for day-to-day project management duties.
Value:
Manages day-to-day operational aspects of projects.
Defines project success criteria and creates the metrics to enable them to be measured.
Creates, maintains, and executes communication plans and communication protocols.
Creates, maintains, and executes project escalation and remediation policies.
Creates and executes project workplans and enforces proper methodology and standards.
Assists with Tax Technology business development activities (e.g., preparation of proposals and engagement agreements, and attending prospect calls and meetings).
Performs other duties as assigned.
Education and Experience:
Bachelor's degree or Master's degree from a four-year college or university and a minimum of 2+ years experience working in a tax technology consulting role and providing tax automation services is required. Accounting, Tax, or Information Technology degrees are desirable. The candidate should be familiar with a retailer's organizational process, such as merchandising and price determination and the associated relationship between these processes and the tax setup necessary to enable POS and e-commerce systems to calculate transactional taxes. Knowledge of the applicability of sales and seller's use taxes on retail transactions (International Transaction Tax experience) a plus. Knowledge of the “brick and mortar” transaction lifecycle-merchandising, store sales and services, sales audits, and roll up to financials a plus. Knowledge of the e-commerce transaction lifecycle-quotation, order capture, fulfillment, audits, and roll up to financials desired. Certified Public Accountant designation is a plus. Project Management Professional (PMP) certified is preferred. Understanding of Software development lifecycles are a plus (SDLC, Agile, etc.). Deep knowledge of the software solutions is required, either Sabrix, Vertex, and/or Taxware.
Computer Skills:
To perform this job successfully, an individual must have intermediate knowledge of Microsoft Word, Access, Excel, PowerPoint, Visio, Microsoft Project, Outlook, and Internet navigation and research. Hands-on experience with transaction tax integration touch points with a major enterprise resource planning (ERP) system, such as Oracle, JDE, PeopleSoft, or SAP, is preferred. Experience with Vertex, Sabrix, Taxware, or other tax software is highly desirable.
Certificates and Licenses:
Valid driver's license required. PMP is a plus.
Supervisory Responsibilities:
This position requires supervisory responsibilities.
Work Environment:
Standard indoor working environment.
Occasional long periods of sitting while working at computer.
Position requires regular interaction with employees at all levels of the Firm and interface with multiple external vendors and clients as necessary.
Independent travel requirement: 10%+.
"Compensation:
For certain California based roles, the base salary hiring range for this position is $138,000.00 - $177,650.00
For other California based roles, the base salary hiring range for this position is $126,500.00 - $162,800.00
For Colorado based roles, the base salary hiring range for this position is $121,000.00 - $155,650.00
For Illinois based roles, the base salary hiring range for this position is $126,500.00 - $162,800.00
For other Illinois based roles, the base salary hiring range for this position is $121,000.00 - $155,650.00
For New York based roles, the base salary hiring range for this position is $138,000.00 - $177,650.00
For other New York based roles, the base salary hiring range for this position is $115,000.00 - $147,950.00
For Washington based roles, the base salary hiring range for this position is $126,500.00 - $162,800.00
The Company makes offers based on many factors, including qualifications and experience. Roles may be eligible for incentive compensation."
Equal Opportunity Employer: disability/veteran
Auto-ApplyConsultant, Innovation Lab
Dallas, TX job
Why Ryan?
Hybrid Work Options
Award-Winning Culture
Generous Personal Time Off (PTO) Benefits
14-Weeks of 100% Paid Leave for New Parents (Adoption Included)
Monthly Gym Membership Reimbursement OR Gym Equipment Reimbursement
Benefits Eligibility Effective Day One
401K with Employer Match
Tuition Reimbursement After One Year of Service
Fertility Assistance Program
Four-Week Company-Paid Sabbatical Eligibility After Five Years of Service
The Consultant, Innovation Lab (“Consultant”) gathers requirements and assists in work planning, development, and validation testing for Innovation Lab cross-functional enterprise initiatives and/or projects as part of an Agile and Scrum team. They work to ensure that goals or objectives are accomplished within prescribed timeframes and specifications. This position works closely with a Project Manager, functional area Subject-Matter Experts, and team members at all levels of the Firm in both Service Delivery and Global Shared Services.
People:
Participates in project planning, story grooming, daily stand-up, post-mortem, and other project-related meetings.
Demonstrates Ryan's core values by creating a positive, accountable work environment for a growing, entrepreneurial team.
Possesses exceptional communication skills with analytical/critical thinking abilities to analyze proposed technological solutions by also developing methods of effectively testing and evaluating technologies.
Demonstrates excellent research skills by identifying and linking relevant data sources together to enable meaningful insight related to the technology solution.
Assists with coordinating technology training.
Creates a positive team experience.
Client:
Establishes and maintains strong relationships for project execution and delivery.
Escalates project issues to the appropriate stakeholders and manages risks with clarity, timeliness, and professionalism.
Assists Project Manager and/or Leadership team in developing and maintaining project plans based on business requirements, timelines, budgets, and required staffing resources.
Assists Project Manager in monitoring the integration of business requirements throughout the project life cycle.
Works closely with applicable departments to ensure successful execution of projects.
Demonstrates ability to document and translate requirements while making connections to business processes and potential risk and technology solutions.
Value:
Analyzes existing business and system processes, and provides recommendations with regard to the implementation of tax automation.
Develops new process designs for tax automation.
Assists Development and QA to ensure the solution meets the expected business result.
Validates the Innovation Lab solution(s) to meet the business requirements and expected outcomes, as well as the standards of the Firm.
Develops and updates documentation relating to business/technical requirements.
Performs other duties as assigned.
Education and Experience:
Bachelor's degree in Accounting, Accounting Information Systems, Business Computer Information Systems, Business Analytics, Economics, Engineering, Mathematics, or Statistics. Must have 6 hours of Accounting or the ability to substitute technical courses for accounting hours, with a 3.0 GPA or higher, and a Major GPA of 3.25 or higher.
Desire to perform business analysis in a high-energy team environment
Demonstrated leadership, problem solving, and strong verbal and written communication skills
Ability to prioritize tasks, work on multiple assignments, and manage ambiguity
Ability to work both independently and as part of a team with professionals at all levels
Strong Differentiator:
Fluency in at least one programming language, scripting language, or automation platform.
Experience with one or more database platform.
Excellent communication with the ability to translate data into actionable insights.
Strong communication/interpersonal skills.
Computer Skills:
To perform this job successfully, an individual must have intermediate knowledge of Microsoft Project, Word, Excel, Access, PowerPoint, Outlook, Visio, and Internet navigation and research. Functional knowledge of finance packages, HRIS, and CRM applications (e.g., Workday and Salesforce) are strongly preferred. Fluency in at least one programming language, scripting language, or automation platform is highly desired. Experience with one or more database platform is also a strong indicator for success in the role.
Certificates and Licenses:
Valid driver's license (required)
Six Sigma certification (preferred)
CSM Certified ScrumMaster (preferred)
Supervisory Responsibilities:
This position has no supervisory responsibilities.
Work Environment:
• Standard indoor working environment.
• Occasional long periods of sitting while working at computer.
• Position requires regular interaction with employees at all levels of the Firm in person and via e-mail and telephone.
• Position requires regular interaction with clients and interface with external vendors in person and via e-mail and telephone.
• Independent travel requirement: Up to 10-20%.
Equal Opportunity Employer: disability/veteran
Auto-ApplyCPA / Enrolled Agent
Lewisville, TX job
Job DescriptionBenefits:
401(k)
401(k) matching
Bonus based on performance
Company parties
Employee discounts
Flexible schedule
Opportunity for advancement
Training & development
Wellness resources
Job Summary:
We are seeking a detail-oriented and analytical CPA or Enrolled Agent to join our dynamic tax and finance team. The successful candidate will play a crucial role in ensuring the accuracy and integrity of our tax-related data. The Data Analyst will be responsible for collecting, organizing, and analyzing tax and financial data to support tax preparation and compliance, reporting, and strategic decision-making as well as oversee the production and tax preparation of other tax professionals.
Key Responsibilities:
Data Collection and Compilation:
Gather and compile relevant financial data from various sources, including client forms, internal systems, financial statements, and third-party reports.
Ensure the completeness and accuracy of tax-related information.
Data Analysis and Interpretation:
Conduct thorough analysis of financial data to identify trends, anomalies, and potential tax implications.
Tax Compliance:
Develop tax strategies for clients to optimize financial outcomes
Ensure compliance with regulatory requirements
Assist and provide oversight in the preparation of tax returns by providing accurate and well-organized data
Collaborate with tax professionals to ensure compliance with local, state, and federal tax laws.
Quality Assurance:
Perform regular audits and reviews of tax data to maintain data accuracy and integrity.
Implement and maintain data quality controls to minimize errors and discrepancies.
Conduct audit and assurance engagements
Identify areas of improvement for internal controls and financial processes
Reporting:
Generate comprehensive reports summarizing tax-related data analysis for internal stakeholders.
Communicate findings and insights in a clear and understandable manner.
Process Improvement:
Identify opportunities for process improvement in tax data management and implement efficient solutions.
Stay informed about changes in tax regulations and adjust data processes accordingly.
Qualifications:
Obtain IRS PTIN
Pass Background check
Minimum of 2 years professional experience preparing individual income tax returns in a tax office setting
Proven experience in data analysis, preferably in a tax or finance-related role.
Proficiency in Microsoft tools and learning new software (e.g., Excel, SQL).
Excellent attention to detail and organizational skills.
Strong communication and collaboration skills.
Ability to work under tight deadlines and manage multiple tasks simultaneously.
Willingness to serve people
Preferred Qualifications:
Professional certification such as CPA or CMA.
Familiarity with tax software and ERP systems.
Bachelor's degree in Accounting, Finance, or a related field.
If you are a highly motivated individual with a passion for data analysis, we encourage you to apply for this rewarding position. Join our team and contribute to the success of our finance department.
Full time or option to choose seasonally through April with part time off season meetings and strategy
Perks:
Hourly pay + competitive bonus program
Flexible Schedule Options
Heath & wellness benefits
401K and other perks
Corporate discount program
Free tax preparation training and PTIN registration
Free continuing tax education
Enrolled Agent materials and testing reimbursement
Bookkeeper - Franchise Location
H&R Block, Inc. job in Carrollton, TX
What you'll do... Joining H&R Block* as an experienced Bookkeeper, you'll deliver exceptional bookkeeping, payroll and customer service. You'll be an integral part of delivering on our brand purpose to provide help and inspire communities everywhere. What you'll bring to the role:
* Post financial transactions into subsidiary books and general ledgers
* Reconcile and balance accounts
* Generate and analyze financial statements
* Prepare and process payroll
* Generate 1099s and W2s and calculate and prepare tax statements
* Communicate with clients, client suppliers, vendors and banking contacts
* Assist in client retention and client growth opportunities
Your Expertise:
* High school diploma or equivalent
* National bookkeeping and payroll certifications from the National Bookkeeping Association, or the ability to successfully obtain certifications
* 1-3 years of bookkeeping experience
* Knowledge of bookkeeping practices and generally accepted accounting principles & procedures
* Ability to correctly interpret and apply complete instructions, policies and regulations
* Ability to treat confidential information with professionalism and discretion
* Analytical skills and an eye for details
* Strong organizational and time-management skills with the ability to multi-task and work independently
It would be even better if you also had...
* Experience with Xero accounting software
* This office is an independently owned and operated franchise office operating under an agreement with H&R Block. Franchisees make their own hiring decisions and any questions regarding employment at this office should be made directly to the franchisee.
Joining H&R Block* as an experienced Bookkeeper, you'll deliver exceptional bookkeeping, payroll and customer service. You'll be an integral part of delivering on our brand purpose to provide help and inspire communities everywhere.
What you'll bring to the role:
* Post financial transactions into subsidiary books and general ledgers
* Reconcile and balance accounts
* Generate and analyze financial statements
* Prepare and process payroll
* Generate 1099s and W2s and calculate and prepare tax statements
* Communicate with clients, client suppliers, vendors and banking contacts
* Assist in client retention and client growth opportunities
Your Expertise:
* High school diploma or equivalent
* National bookkeeping and payroll certifications from the National Bookkeeping Association, or the ability to successfully obtain certifications
* 1-3 years of bookkeeping experience
* Knowledge of bookkeeping practices and generally accepted accounting principles & procedures
* Ability to correctly interpret and apply complete instructions, policies and regulations
* Ability to treat confidential information with professionalism and discretion
* Analytical skills and an eye for details
* Strong organizational and time-management skills with the ability to multi-task and work independently
Auto-ApplyTax Preparer Assistant
H&R Block, Inc. job in Fort Worth, TX
Our Company At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a high performing, connected culture, where everyone feels like they belong.
We strive to continuously improve our business and have committed to a long-term strategy and transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we work, how we serve, and how we lead in our industry.
At H&R Block, we're curious, creative, and always on the move. If you embrace challenges as opportunities and seek to make a meaningful difference where you live, work, and play, our door is always open.
A Typical Day...
As you inspire people to make confident, informed decisions about their lives, careers, and money, you'll build client relationships that will grow stronger every year.
It would be even better if you also had...
* Additional course work in math, accounting, or finance
What you'll bring to the team...
* Assist with the beginning of the tax interview by entering client and W-2 information into the tax program
* Assist with the closing of the interview by assembling the tax return, obtaining required signatures, reviewing the finished product with the client, and completing bookkeeping procedures
* Ensure all H&R Block clients are receiving superior service
* All other duties as assigned
Your Expertise
* High school diploma or equivalent
* Reading and math skills required to begin and finish the tax return interview
* Ability to communicate effectively in person and on the phone
* Previous experience with Windows-based computer programs
* Additional state and local requirements may apply
Why work for us
At H&R Block, we believe and invest in our people by committing to their total well-being. Our benefit offerings can help associates plan for their unique health, wellbeing and financial wellness needs.
* Employee Assistance Program with Health Advocate.
* Wellbeing program, BetterYou, to help you build healthy habits.
* Neurodiversity and caregiver support available to you and your family.
* Various discounts on everyday items and services.
* Benefits with additional eligibility requirements: Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan.
* Click here to checkout all available benefits.
The Community You Will Join:
At H&R Block we remain committed to building a Connected Culture - one in which trust, care, and connections are how we work together as we continue to create an environment where everyone feels safe to bring their authentic self to work every day and feels like they belong as part of a larger team.
You will be immersed in an exceptional work environment that is recognized throughout the world on Best Companies lists! You will also be surrounded by colleagues who are committed to helping each other grow and support each other.
H&R Block is an equal opportunity employer. We welcome and celebrate diversity in the workplace regardless of gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, or veteran status.
If you're looking to make an impact, H&R Block is the place for you.
Sponsored Job
#41655
As you inspire people to make confident, informed decisions about their lives, careers, and money, you'll build client relationships that will grow stronger every year.
Auto-ApplyMulti Store Operations Manager
Denton, TX job
Job DescriptionBenefits:
401(k)
401(k) matching
Bonus based on performance
Company parties
Flexible schedule
Opportunity for advancement
Wellness resources
In a world where the hardest working Americans are strapped for both time and money, Jackson Hewitt is on a mission to be their advocate. For our clients, the tax return is the most important financial event of the year, and the biggest paycheck many will receive. We want to help them get their maximum refund, faster, and with fewer associated fees.
Under general supervision and in accordance with established company policies and procedures, the Multi Store Operations Manager (MSM) participates in the management activities (staffing, productivity, IT, tax prep work and marketing) for various offices within an assigned district. This position manages the day-to-day activities of seasonal team members assigned to several store locations. Drives the operation at each location to maximize the efficiency of Tax Preparer work and increase revenue and office profitability. This role has access to and regularly requires working with information of a sensitive, highly confidential nature, and dealing with diverse matters which require a working knowledge of the business
What you'll do here:
Leads recruiting efforts and manages the interviewing process of employees for assigned area. Manages leads from multiple lead sources.
Monitors associate performance to ensure adherence to quality standards, deadlines, and proper procedures, correcting errors, or problems.
Reviews and approves work schedules and timecard approvals, monitor time tracker during all shifts, works with Human Resources on any employee relations issues or complaints and training.
Ensures all assigned locations meet company standards including but not limited to: office set up, buildouts and breakdown, technology set up, telecommunications, office supplies and facilities maintenance. Maintains relationships with property managers and landlords.
Provides employees with guidance in handling difficult or complex problems or in resolving escalated complaints or disputes.
Monitors GL & P&L performance and holds/voids/rejects, discount reports and productivity reports for assigned store group. Also responsible for meeting all office goals including, but not limited to revenue, cash control and tax return count in assigned area.
Skills you'll bring for success:
College Degree and/or equivalent related business experience.
Course of study in management or in tax preparation and/or accounting preferred.
Two years previous management or supervisory experience required.
Proficiency with a variety of computer setup and software app such as Word, Excel, and accounting or tax preparation software.
Previous tax preparation experience and possess a PTIN (Preparer Tax Identification Number) preferred.
Field Support Technician
Dallas, TX job
Job DescriptionBenefits:
Health insurance options
Free Life Insurance
Free Personal Tax Return
Competitive salary
Employee discounts
Flexible schedule
Opportunity for advancement
Training & development
Our Seasonal Field Support Technician is responsible for completing the set-up and break-down of our kiosks in various local retail stores. Tasks include driving a moving truck, carrying equipment into the location, setting up a kiosk, and location maintenance. The ideal candidate will possess knowledge of computer/tech installation, but this is not required.
What youll do here:
Assist with the set-up and teardown of kiosk furniture, computers, tech, and kiosk components using hand tools.
Meets deadlines to ensure office locations meet our brand/marketing appearance standards.
Assists in maintaining a clean and inviting workplace, this may include removal of trash, vacuuming or sweeping, cleaning counters, cleaning glass, etc.
Other duties as assigned.
Skills youll bring for success:
Drivers license preferred.
Good interpersonal and communication skills.
Basic knowledge of computer functions is preferred but not required.
Customer service experience.
Physical Demand and Work Effort:
Standing, walking, sitting.
Must be able to lift, push, pull, or carry up to 55 lbs. at one time.
Must be able to hold, carry, and move equipment, tools, and materials.
Compliance with company policies and standards.
Additional Perks:
Full-time and part-time positions are available
Flexible Schedule Options Work that works for you!
Work Lotto (Win money for logged shifts)
Low-cost benefits (healthcare, dental & vision)
Teladoc
(Unlimited Teladoc sessions for you and your whole household for $18 per month)
Free identity theft protection
Corporate discount program
Referral bonus opportunities are available for referring qualified candidates
Free continuing tax education
Opportunities for advancement within the organization
Employee referral program
Medical & Prescription benefit option
(eligible to participate after working 1,560 hours annually)
401k with Company Match
(eligible to participate after working the first 1,000 hours)
If you're looking for a rewarding opportunity to learn new skills and make an impact, apply today!
Sales and Marketing Manager for Tax and Accounting Firm
Roanoke, TX job
Job DescriptionBenefits:
401(k)
401(k) matching
Company parties
Employee discounts
Flexible schedule
Opportunity for advancement
Training & development
Wellness resources
At Jackson Hewitt, and its Franchisees, we provide an invaluable service in guiding our clients through the tax codes, rules, and processes. We do this with integrity, quality, and consistency. This is something that the vast majority of taxpayers dont receive from DIY or other assisted providers. We take pride in that. The role you play is critical to our success and together we are Working Hard for the Hardest Working Americans. This is our mission and its a large part of why we work here. Together we are highly passionate about what we do, and how we can help our clients.
Doing taxes is much more than filling in some forms. For most Americans, their tax return is the biggest single financial event of the year, and it can be quite an emotional experience. Thats where you come in! We are here to ease their stress and provide expert customer service and tax knowledge.
What youll do here:
The Sales and Marketing Manager supports the company with a variety of duties to include sales and marketing plans, research and development. Must be comfortable marketing to local businesses and clients face to face, zoom, email, text and phone, including cold calling if applicable. The position coordinates with the management team and must communicate effectively with area mangers of 5 states and 75 employees. Must feel comfortable creating and delivering a sales presentation and coaching other employees. This position has access to and regularly works with information of a sensitive, highly confidential nature. This position promotes the Jackson Hewitt brand through the delivery of superior customer service.
Assist in company wide marketing plan and budget
Set and evaluate and promote sales and revenue goals
Train and coach regularly other employees on sales and techniques, overcoming objections
Meet set-up deadlines to ensure office locations meet brand/marketing appearance standards in time for office openings.
Coordinate and communicate effective with area managers and a team of up 75 employees in 5 states
Assist in maintaining a clean and inviting workplace, this may include removal of trash, vacuuming, bathrooms, cleaning counters, etc.
Assist leadership in personnel marketing and recruitment efforts, as needed.
Creates and tests new sales and product opportunities in the accounting field
Skills youll bring for success:
Good interpersonal and communication skills.
Demonstrated ability in working in a fast paced environment
Must be comfortable with computers and Word, Excel and PowerPoint.
Sales experience preferred
Sales management preferred
Reliable transportation and a valid driver's license and insurance are preferred.
Be coachable and ability to take constructive feedback
Must be willing to travel 3-4 weeks per year
Able to work in office 3-4 months a year (we have offices from Belen through all of Albuquerque and up to Santa Fe and Las Cruces, NM, southern CO and North Texas) and remotely from home at set times
Account Executive
Fort Worth, TX job
Contribute to the professional standing and profitability of the company by supplying customers with outstanding service and results, as well as meeting the performance standards of this role. These are achieved by consistently recruiting, pro-actively promoting, and job-matching qualified candidates to relevant clients. Additionally, this role includes expanding our customer base through ongoing relationship development and satisfaction. This position participates as a productive employee in a collaborative environment. Participation includes complying with all company policies, workforce strategies, revenue projections, systems mastery, and maintaining teamwork, reliability, professionalism, and work quality.
SUPERVISION EXERCISED:
None
MEAL & REST BREAKS:
Take all required meal and rest breaks as defined by local and state law
ESSENTIAL DUTIES AND FUNCTIONS:
The percentage of time performing the essential duties may fluctuate under special circumstances.
* Consistently meet and exceed all performance standards set forth monthly and year to date. (ongoing)
* Actively participate in an interactive, supportive and developmental team environment by working remotely and/or from a designated Company location as required, in accordance with company Policy. The number of days per week in each environment may vary based on the needs of the company, the division, branch, and/or personal performance needs. (ongoing)
* Actively service clients and candidates as required to secure temporary and direct hire placements, ensuring regular post placement follow up with temporary associates occur, all which is required for commission eligibility. (ongoing)
* Maintain accurate attendance records. (
* Review individual performance with leadership weekly, monthly, quarterly, and annually. (1%)
* Complete assigned ongoing training and development. (10%)
* Prioritize and plan daily, weekly, monthly activity blocks to meet Key Performance Indicators and Performance Standards. (12%)
* Consistently perform current client retention actions and new client targeting actions to maintain and grow customer relationships (55%), including but not limited to:
* Call and meet with prospective and current companies to assess needs, suggest relevant services and candidates using our sales processes and tools.
* Obtain job orders, verify all job order information, and quote approved pricing; using our job order tools.
* Accurately match pre-qualified candidates to job orders and write attractive and accurate profiles of submitted candidates.
* Immediately consider, recommend, reply to, and submit all qualified candidates to job orders, including candidates from teammates.
* Coach candidates and clients through the hiring process with reliable response time and clear instructions.
* Complete weekly and monthly client and candidate retention quality calls and one-on-one meetings using our QC tools.
* Consistently perform recruiting and relationship nurturing actions to maintain and grow a qualified candidate inventory (25%), including but not limited to:
* Utilize internet and company systems to search for people.
* Attract interested and qualified applicants to the Company and relevant job openings through verbal and written communications.
* Interview applicants for qualifications, interests, priorities, and availability, using Company provided processes and tools; including accurate and complete documentation in the system of interview information gained.
* Identify needed candidate inventory job functions and proactively manage time blocks to source, interview, and maintain identified inventory levels of people.
* Coach candidates during the placement period to improve reliability, work quality, and retention.
* Respond timely to customer outreach, requests, ideas, suggestions and grievances. (ongoing)
* Comply with company policies, Quality Manual, Documentation Standards, and system procedures in the company-provided systems. (ongoing)
PREFERRED PRIOR EXPERIENCE:
* Two years or more of similar customer development experience or completion of an in-house training
* No more than two jobs (2 companies) in the recent two years.
* Paid in a prior position on a commission or bonus plan, based on performance or goals.
WORK ENVIRONMENT & MENTAL REQUIREMENTS:
The requirements described here are representative of those that must be met by the employee to successfully perform the essential functions of the job with or without reasonable accommodation.
* • Stay focused and productive when working onsite, in a team environment, independently or remotely.
* Interact with a variety of individuals positively and collaboratively.
* Employ emotional intelligence during change management of procedures and policies and when receiving feedback.
* Perform under pressure with conflict situations, multiple tasks with competing deadlines, and complex problems.
* Exercise sound independent judgment in making suitable placement decisions and recommendations based on the requirements of the positions.
* Respond with good judgment to negative or demanding customer and employee feedback.
* Understand, remember, and follow written, video, and verbal instructions.
* Intelligence to learn new procedures and tools quickly and apply them accurately.
* Communicate with and work in proximity to employees, clients, and candidates weekly.
* Collect and enter data in the assigned systems each day.
* Comprehend and navigate digital information systems, files, and videos.
* Participate in client meetings at their locations.
COMMUNICATION SKILLS (digital, written & verbal):
* Consistent grammar, spelling, and sentence structure
* Comprehensible
COMPUTER/SYSTEM SKILLS REQUIREMENTS:
* Type 36 WPM.
* Basic level in using MS Office Excel, Word, and Outlook.
* Current proficiency using the internet.
* Current proficiency in navigating, documenting, and utilizing similar processing systems for Applicant Tracking, Sales, Marketing, or Customer Service.
EDUCATION, CERTIFICATES, LICENSES, REGISTRATION REQUIREMENTS:
* None
PHYSICAL REQUIREMENTS (each requirement indicates % of the time):
The percentage of time performing physical requirements may fluctuate based on any reasonable accommodations.
* Speaking 50%
* Driving 30%
* Lifting 2%
* Hearing 50%
* Repetitive Motion 15%
* Carrying 5%
* Standing 15%
* Air & Public Transportation Travel
* Twisting 5%
* Sitting 70%
* Operating Equipment 2%
* Bending 5%
* Walking 15%
Block Advisors Receptionist
H&R Block, Inc. job in Arlington, TX
Our Company At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a high performing, connected culture, where everyone feels like they belong.
We strive to continuously improve our business and have committed to a long-term strategy and transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we work, how we serve, and how we lead in our industry.
At H&R Block, we're curious, creative, and always on the move. If you embrace challenges as opportunities and seek to make a meaningful difference where you live, work, and play, our door is always open.
A Typical Day...
Helping others is what we do best here, which means you will get to see the impact of your work firsthand. As you inspire people to make confident, informed decisions about their lives, careers, and money, you will build client relationships that will grow stronger each year. Joining H&R Block as a seasonal Client Service Professional/Receptionist means you'll focus on how to wow clients now and in the future.
It would be even better if you also had...
* High school diploma or equivalent
* Ability to work flexible schedule and/or in multiple locations
* Sales/marketing experience
What you'll bring to the team...
* Answer phones and greet clients in a personalized, friendly, and inviting manner
* Match clients with the best-suited tax professional for their needs
* Schedule clients how they would like to be scheduled
* Help to ensure all clients needs have been met during service both in person, over the phone or virtually
* Maintain office cleanliness and organization of resources with team members
* Other duties as assigned
Your Expertise:
* Experience working in a fast-paced environment
* Previous experience in a customer service environment
* Ability to multi-task
* Strong organizational and time-management skills
* Computer proficient with the ability to use Microsoft Office
Why work for us
At H&R Block, we believe and invest in our people by committing to their total well-being. Our benefit offerings can help associates plan for their unique health, wellbeing and financial wellness needs.
* Employee Assistance Program with Health Advocate.
* Wellbeing program, BetterYou, to help you build healthy habits.
* Neurodiversity and caregiver support available to you and your family.
* Various discounts on everyday items and services.
* Benefits with additional eligibility requirements: Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan.
* Click here to checkout all available benefits.
The Community You Will Join:
At H&R Block we remain committed to building a Connected Culture - one in which trust, care, and connections are how we work together as we continue to create an environment where everyone feels safe to bring their authentic self to work every day and feels like they belong as part of a larger team.
You will be immersed in an exceptional work environment that is recognized throughout the world on Best Companies lists! You will also be surrounded by colleagues who are committed to helping each other grow and support each other.
H&R Block is an equal opportunity employer. We welcome and celebrate diversity in the workplace regardless of gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, or veteran status.
If you're looking to make an impact, H&R Block is the place for you.
Sponsored Job
#66505
Helping others is what we do best here, which means you will get to see the impact of your work firsthand. As you inspire people to make confident, informed decisions about their lives, careers, and money, you will build client relationships that will grow stronger each year. Joining H&R Block as a seasonal Client Service Professional/Receptionist means you'll focus on how to wow clients now and in the future.
Auto-Apply