H&R Block
Experienced Tax Professional
– H&R Block
2 days ago – Be among the first 25 applicants.
Job Details
Seniority level: Not Applicable
Employment type: Full-time
Job function: Accounting/Auditing and Finance
Location: San Juan Capistrano, CA
Company Overview At H&R Block, we believe in the power of people helping people. Our 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 are committed to innovation, client experience, and sustainable growth through the Block Next roadmap.
Typical Day As an experienced tax professional, you’ll build client relationships that will grow stronger every year. You will serve clients with diverse tax needs with the support of an expert team, dedicated to providing advanced tax training needed to be successful.
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
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
All certification levels can provide tax notice services
Circular 230 associates can provide audit representation
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
High school diploma / equivalent or higher
Benefits
Employee Assistance Program with Health Advocate
Wellbeing program – BetterYou
Neurodiversity and caregiver support available
Various discounts on everyday items and services
Medical coverage, 401(k) retirement savings plan, Employee Stock Purchase Plan
Benefit details available at www.blockbenefits.com
Compensation Pay Range: $11.00 - $80.00 per hour.
Equal Opportunity 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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– H&R Block
2 days ago – Be among the first 25 applicants.
Job Details
Seniority level: Not Applicable
Employment type: Full-time
Job function: Accounting/Auditing and Finance
Location: San Juan Capistrano, CA
Company Overview At H&R Block, we believe in the power of people helping people. Our 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 are committed to innovation, client experience, and sustainable growth through the Block Next roadmap.
Typical Day As an experienced tax professional, you’ll build client relationships that will grow stronger every year. You will serve clients with diverse tax needs with the support of an expert team, dedicated to providing advanced tax training needed to be successful.
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
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
All certification levels can provide tax notice services
Circular 230 associates can provide audit representation
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
High school diploma / equivalent or higher
Benefits
Employee Assistance Program with Health Advocate
Wellbeing program – BetterYou
Neurodiversity and caregiver support available
Various discounts on everyday items and services
Medical coverage, 401(k) retirement savings plan, Employee Stock Purchase Plan
Benefit details available at www.blockbenefits.com
Compensation Pay Range: $11.00 - $80.00 per hour.
Equal Opportunity 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