H&R Block
Position
Tax Specialist – Associate – Dallas, TX
Job Overview Join H&R Block as a seasonal, experienced Tax Professional. You’ll build client relationships, conduct tax interviews (face‑to‑face or virtual), prepare accurate tax returns, support IRS services, and contribute to business growth.
Responsibilities
Conduct tax interviews with clients via face‑to‑face, video, phone, chat and email
Prepare complete and accurate tax returns for individuals, trusts, partnerships
Generate business growth, increase client retention and offer additional products and services
Provide clients with IRS support and audit representation where applicable
Mentor and support teammates
Achieve successful completion of the H&R Block Tax Knowledge Assessment*
Qualifications
Bachelor’s degree in accounting or 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
Sales and/or marketing experience (preferred)
High school diploma or equivalent (minimum)
Must meet IRS and applicable state requirements
Comfort working with virtual tools – video, phone, chat
Ability to effectively communicate in person, by phone, and in writing
Preferred Experience
Experience completing individual returns
Experience working in a fast‑paced environment
Ability to provide tax notice services and audit representation (Circular 230 Associate)
Benefits
Employee Assistance Program with Health Advocate
Wellbeing program (BetterYou)
Neurodiversity and caregiver support
Various discounts on everyday items and services
Medical coverage, 401(k) Retirement Savings Plan, Employee Stock Purchase Plan
Access to full benefit information at www.blockbenefits.com
Other H&R Block is an equal‑opportunity employer. We celebrate diversity and provide a supportive culture.
Application Information To apply, sign up for job alerts for “Tax Specialist” roles. Employment type: Full‑time. Seniority level: Not applicable.
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Job Overview Join H&R Block as a seasonal, experienced Tax Professional. You’ll build client relationships, conduct tax interviews (face‑to‑face or virtual), prepare accurate tax returns, support IRS services, and contribute to business growth.
Responsibilities
Conduct tax interviews with clients via face‑to‑face, video, phone, chat and email
Prepare complete and accurate tax returns for individuals, trusts, partnerships
Generate business growth, increase client retention and offer additional products and services
Provide clients with IRS support and audit representation where applicable
Mentor and support teammates
Achieve successful completion of the H&R Block Tax Knowledge Assessment*
Qualifications
Bachelor’s degree in accounting or 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
Sales and/or marketing experience (preferred)
High school diploma or equivalent (minimum)
Must meet IRS and applicable state requirements
Comfort working with virtual tools – video, phone, chat
Ability to effectively communicate in person, by phone, and in writing
Preferred Experience
Experience completing individual returns
Experience working in a fast‑paced environment
Ability to provide tax notice services and audit representation (Circular 230 Associate)
Benefits
Employee Assistance Program with Health Advocate
Wellbeing program (BetterYou)
Neurodiversity and caregiver support
Various discounts on everyday items and services
Medical coverage, 401(k) Retirement Savings Plan, Employee Stock Purchase Plan
Access to full benefit information at www.blockbenefits.com
Other H&R Block is an equal‑opportunity employer. We celebrate diversity and provide a supportive culture.
Application Information To apply, sign up for job alerts for “Tax Specialist” roles. Employment type: Full‑time. Seniority level: Not applicable.
#J-18808-Ljbffr