H&R Block
Experienced Tax Professional at H&R Block
Overview Join to apply for the Experienced Tax Professional role at H&R Block. You’ll serve clients with diverse tax needs with the support of an expert team and receive advanced tax training to help you 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
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
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
What you will bring
Conduct tax interviews with clients face to face and through virtual tools
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
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
Salary range: Verona, WI — $80,000.00 to $90,000.00
Why work for us At H&R Block, we believe and invest in our people by committing to their total well-being. Our benefit offerings can help associates plan for their unique health, wellbeing and financial wellness needs.
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
Benefits with additional eligibility requirements: Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan
Check out all available benefits at www.blockbenefits.com
The Community You Will Join At H&R Block we remain committed to building a Connected Culture — one in which trust, care, and connections are how we work together and where everyone feels safe to bring their authentic self to work and belongs as part of a larger team. You will be immersed in an exceptional work environment recognized on Best Companies lists. You will be surrounded by colleagues who are committed to helping each other grow and support each other.
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.
If you’re looking to make an impact, H&R Block is the place for you.
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.
Sponsored Job
Job references: #12507
Seniority level
Not Applicable
Employment type
Full-time
Job function
Accounting/Auditing and Finance
Industries
Retail
Verona, WI
3 days ago
Location
Madison, WI
Context: We provide AI-enhanced content; this posting reflects standard job description language.
#J-18808-Ljbffr
Overview Join to apply for the Experienced Tax Professional role at H&R Block. You’ll serve clients with diverse tax needs with the support of an expert team and receive advanced tax training to help you 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
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
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
What you will bring
Conduct tax interviews with clients face to face and through virtual tools
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
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
Salary range: Verona, WI — $80,000.00 to $90,000.00
Why work for us At H&R Block, we believe and invest in our people by committing to their total well-being. Our benefit offerings can help associates plan for their unique health, wellbeing and financial wellness needs.
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
Benefits with additional eligibility requirements: Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan
Check out all available benefits at www.blockbenefits.com
The Community You Will Join At H&R Block we remain committed to building a Connected Culture — one in which trust, care, and connections are how we work together and where everyone feels safe to bring their authentic self to work and belongs as part of a larger team. You will be immersed in an exceptional work environment recognized on Best Companies lists. You will be surrounded by colleagues who are committed to helping each other grow and support each other.
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.
If you’re looking to make an impact, H&R Block is the place for you.
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.
Sponsored Job
Job references: #12507
Seniority level
Not Applicable
Employment type
Full-time
Job function
Accounting/Auditing and Finance
Industries
Retail
Verona, WI
3 days ago
Location
Madison, WI
Context: We provide AI-enhanced content; this posting reflects standard job description language.
#J-18808-Ljbffr