H&R Block: A tax preparation and financial services helping clients manage their tax needs.
High school diploma or equivalent, customer service experience, strong communication and problem-solving skills, digital tool proficiency, and completion of the H&R Block Income Tax Course or Tax Knowledge Assessment.
H&R BlockNYSE: HRB: Global provider of tax preparation, financial, and small-business solutions.
No prior tax experience required; complete the H&R Block Income Tax Course, possess customer service and communication skills, and have a high school diploma or equivalent. Digital tool proficiency required.
Cetera Financial Group: Private U.S. wealth-management network that supports independent financial advisors, financial institutions, tax professionals, and their clients.
3+ YOEBachelor's degree or 3 years related wealth management experience; required Series registrations (7/66 or 63/65); strong MS Office and CRM skills; paraplanning/tax/investment experience preferred; up to 20% travel.
Microsoft Word, Microsoft Excel, CRM Database, Microsoft PowerPoint, Email, Internet