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H&R Block

Experienced Tax Professional

H&R Block, Santa Barbara, California, us, 93190

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Job Title Experienced Tax Professional

About H&R Block 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 also believe in a high performing, connected culture, where everyone feels like they belong. We are committed to continuous improvement and have a long‑term strategy known as Block Next focused on innovation, client experience, and sustainable growth.

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.

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.

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 .

Pay Range $11.00 - $80.00/Hr.

Equal Opportunity Employer 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. If you’re looking to make an impact, H&R Block is the place for you.

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