H&R Block
Overview
Experienced Tax Professional role at
H&R Block . Join to apply for the Experienced Tax Professional role at H&R Block. Get AI-powered advice on this job and more exclusive features. About the 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 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. If you embrace challenges as opportunities and seek to make a meaningful difference where you live, work, and play, 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. You’ll serve clients with diverse tax needs with the support of an expert team and receive advanced tax training to be successful. 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. Complete the H&R Block Tax Knowledge Assessment successfully. Qualifications
Bachelor’s degree in accounting or related field (preferred). CPA or Enrolled Agent certification (preferred). 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. Experience completing individual returns. Experience working in a fast-paced environment. Comfort working with virtual tools — video, phone and chat; ability to communicate effectively in person, via phone, and in writing. Must meet IRS and applicable state requirements. High school diploma or equivalent or higher. Benefits
Employee Assistance Program with Health Advocate; wellbeing programs to support healthy habits. Neurodiversity and caregiver support; discounts on everyday items and services. Medical coverage, 401k retirement savings plan, and Employee Stock Purchase Plan (eligibility may apply). Check available benefits at blockbenefits.com. The Community You Will Join
We are committed to building a Connected Culture where trust, care, and connections help everyone feel they belong as part of a larger team. You will be surrounded by colleagues who support each other and strive to help you grow. H&R Block is an equal opportunity employer. We 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. Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment. Additional
Sponsored Job
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Experienced Tax Professional role at
H&R Block . Join to apply for the Experienced Tax Professional role at H&R Block. Get AI-powered advice on this job and more exclusive features. About the 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 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. If you embrace challenges as opportunities and seek to make a meaningful difference where you live, work, and play, 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. You’ll serve clients with diverse tax needs with the support of an expert team and receive advanced tax training to be successful. 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. Complete the H&R Block Tax Knowledge Assessment successfully. Qualifications
Bachelor’s degree in accounting or related field (preferred). CPA or Enrolled Agent certification (preferred). 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. Experience completing individual returns. Experience working in a fast-paced environment. Comfort working with virtual tools — video, phone and chat; ability to communicate effectively in person, via phone, and in writing. Must meet IRS and applicable state requirements. High school diploma or equivalent or higher. Benefits
Employee Assistance Program with Health Advocate; wellbeing programs to support healthy habits. Neurodiversity and caregiver support; discounts on everyday items and services. Medical coverage, 401k retirement savings plan, and Employee Stock Purchase Plan (eligibility may apply). Check available benefits at blockbenefits.com. The Community You Will Join
We are committed to building a Connected Culture where trust, care, and connections help everyone feel they belong as part of a larger team. You will be surrounded by colleagues who support each other and strive to help you grow. H&R Block is an equal opportunity employer. We 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. Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment. Additional
Sponsored Job
#J-18808-Ljbffr