H&R Block
Experienced Tax Professional – H&R Block
Join to apply for the
Experienced Tax Professional
role at
H&R Block .
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 value diversity and inclusion, making everyone feel like they belong. We are on a long‑term transformation plan known as Block Horizons 2025, aiming for bigger ambitions and extraordinary results. If you embrace challenges as opportunities and seek to make a meaningful difference, our door is always open.
Typical Day As you inspire people to make confident, informed decisions about their lives, careers, and money, you’ll build client relationships that grow stronger every year.
Responsibilities
Conduct tax interviews with clients face to face and through virtual tools – video, phone, chat, email
Prepare complete and accurate tax returns
Generate business growth, increase client retention, and offer additional products and services
Provide clients with IRS support
Mentor and support teammates
Successful completion of the H&R Block Tax Knowledge Assessment*
Experience in accounting, finance, bookkeeping or tax
Experience completing individual returns
Experience working in a fast‑paced environment
Comfort working with virtual tools – video, phone and chat
Ability to effectively communicate in person, via phone and in writing
Must meet IRS and applicable state requirements
Qualifications
Bachelor’s degree in accounting or related field
CPA or Enrolled Agent certification
Experience completing complex returns (individual, trust, partnership)
5+ years of experience in accounting, finance, bookkeeping or tax
Experience conducting virtual tax interviews
Experience with tax planning and audit support
Sales and/or marketing experience
High school diploma / equivalent or higher
Benefits
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
Medical Coverage, 401(k) Retirement Savings Plan and Employee Stock Purchase Plan (with additional eligibility requirements)
Check out all available benefits at www.blockbenefits.com
Community At H&R Block, we remain committed to building a Connected Culture that trusts, cares, and connects. You will be immersed in an exceptional work environment recognized worldwide on Best Companies lists. We are an equal opportunity employer welcoming diversity in all forms.
Seniority level Not Applicable
Employment type Full‑time
Job function Accounting/Auditing and Finance
Industries Retail
Equal Opportunity Statement 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.
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Experienced Tax Professional
role at
H&R Block .
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 value diversity and inclusion, making everyone feel like they belong. We are on a long‑term transformation plan known as Block Horizons 2025, aiming for bigger ambitions and extraordinary results. If you embrace challenges as opportunities and seek to make a meaningful difference, our door is always open.
Typical Day As you inspire people to make confident, informed decisions about their lives, careers, and money, you’ll build client relationships that grow stronger every year.
Responsibilities
Conduct tax interviews with clients face to face and through virtual tools – video, phone, chat, email
Prepare complete and accurate tax returns
Generate business growth, increase client retention, and offer additional products and services
Provide clients with IRS support
Mentor and support teammates
Successful completion of the H&R Block Tax Knowledge Assessment*
Experience in accounting, finance, bookkeeping or tax
Experience completing individual returns
Experience working in a fast‑paced environment
Comfort working with virtual tools – video, phone and chat
Ability to effectively communicate in person, via phone and in writing
Must meet IRS and applicable state requirements
Qualifications
Bachelor’s degree in accounting or related field
CPA or Enrolled Agent certification
Experience completing complex returns (individual, trust, partnership)
5+ years of experience in accounting, finance, bookkeeping or tax
Experience conducting virtual tax interviews
Experience with tax planning and audit support
Sales and/or marketing experience
High school diploma / equivalent or higher
Benefits
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
Medical Coverage, 401(k) Retirement Savings Plan and Employee Stock Purchase Plan (with additional eligibility requirements)
Check out all available benefits at www.blockbenefits.com
Community At H&R Block, we remain committed to building a Connected Culture that trusts, cares, and connects. You will be immersed in an exceptional work environment recognized worldwide on Best Companies lists. We are an equal opportunity employer welcoming diversity in all forms.
Seniority level Not Applicable
Employment type Full‑time
Job function Accounting/Auditing and Finance
Industries Retail
Equal Opportunity Statement 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.
#J-18808-Ljbffr