H&R Block
Overview
Join H&R Block as an Experienced Tax Professional. You will serve clients with diverse tax needs and help build strong client relationships.
A 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 and tax notice services.
Perform audit representation when required.
Mentor and support teammates.
Complete the H&R Block Tax Knowledge Assessment.
Work efficiently in a fast‑paced environment.
Communicate effectively in person, via phone, and in writing.
Meet IRS and applicable state requirements.
Required Qualifications
Bachelor’s degree in accounting or a related field.
CPA or Enrolled Agent certification.
5+ years of experience in accounting, finance, bookkeeping, or tax.
Experience completing complex returns (individual, trust, partnership).
Experience conducting virtual tax interviews.
Experience with tax planning and audit support.
High school diploma or equivalent.
Preferred Experience
Sales and/or marketing experience.
Comfort with virtual tools – video, phone, and chat.
Ability to work in a fast‑paced environment.
What You’ll Bring to the Team
Circular 230 associates can provide audit representation.
All certification levels can provide tax notice services.
Why Work For Us
Employee Assistance Program with Health Advocate.
Wellbeing program BetterYou to build healthy habits.
Neurodiversity and caregiver support available.
Various discounts on everyday items and services.
Medical coverage, 401(k) retirement savings plan, and Employee Stock Purchase Plan.
More benefits available at www.blockbenefits.com.
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
A 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 and tax notice services.
Perform audit representation when required.
Mentor and support teammates.
Complete the H&R Block Tax Knowledge Assessment.
Work efficiently in a fast‑paced environment.
Communicate effectively in person, via phone, and in writing.
Meet IRS and applicable state requirements.
Required Qualifications
Bachelor’s degree in accounting or a related field.
CPA or Enrolled Agent certification.
5+ years of experience in accounting, finance, bookkeeping, or tax.
Experience completing complex returns (individual, trust, partnership).
Experience conducting virtual tax interviews.
Experience with tax planning and audit support.
High school diploma or equivalent.
Preferred Experience
Sales and/or marketing experience.
Comfort with virtual tools – video, phone, and chat.
Ability to work in a fast‑paced environment.
What You’ll Bring to the Team
Circular 230 associates can provide audit representation.
All certification levels can provide tax notice services.
Why Work For Us
Employee Assistance Program with Health Advocate.
Wellbeing program BetterYou to build healthy habits.
Neurodiversity and caregiver support available.
Various discounts on everyday items and services.
Medical coverage, 401(k) retirement savings plan, and Employee Stock Purchase Plan.
More benefits available at www.blockbenefits.com.
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