H&R Block
Experienced Tax Professional
H&R Block
is seeking a seasoned tax professional to serve clients with diverse tax needs. The role combines client-facing tax interviews, return preparation, and business development while working with an expert team and receiving advanced training.
About the Company 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. We are committed to a high‑performing, connected culture where everyone belongs and continuously improve through our long‑term strategy known as Block Next.
Typical Day As you inspire people to make confident, informed decisions about their finances, you’ll build client relationships that grow stronger each year. You will support clients with complex returns, conduct virtual tax interviews, and provide IRS support, while also mentoring teammates and contributing to business growth.
Qualifications
Bachelor’s degree in accounting or a 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
Successfully complete 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, 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, 401(k) Retirement Savings Plan, and Employee Stock Purchase Plan
Check out all available benefits at www.blockbenefits.com
EEO Statement 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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is seeking a seasoned tax professional to serve clients with diverse tax needs. The role combines client-facing tax interviews, return preparation, and business development while working with an expert team and receiving advanced training.
About the Company 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. We are committed to a high‑performing, connected culture where everyone belongs and continuously improve through our long‑term strategy known as Block Next.
Typical Day As you inspire people to make confident, informed decisions about their finances, you’ll build client relationships that grow stronger each year. You will support clients with complex returns, conduct virtual tax interviews, and provide IRS support, while also mentoring teammates and contributing to business growth.
Qualifications
Bachelor’s degree in accounting or a 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
Successfully complete 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, 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, 401(k) Retirement Savings Plan, and Employee Stock Purchase Plan
Check out all available benefits at www.blockbenefits.com
EEO Statement 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