Tax Professional

Tax Professional I – H&R Block

Join to apply for the Tax Professional I role at H&R Block.

The company is dedicated to providing help and inspiring confidence in clients, associates, and communities worldwide, fostering a high‑performing, connected culture where everyone feels valued.

As a Tax Professional, you’ll build stronger client relationships each year, guiding clients through their tax journey with empathy, professionalism, and integrity, ensuring a seamless, reassuring experience.

• Bachelor’s degree in accounting or a related field
• CPA or Enrolled Agent certification
• Experience completing complex tax returns (individual, trust, partnership)
• 5+ years of experience in accounting, finance, bookkeeping, or tax
• Experience with tax planning and audit support
• Enrolled Agent or Circular 230 certification
• Proficiency with collaboration tools such as Teams and customer relationship management tools

• Take a consultative approach by understanding clients’ financial goals and identifying potential tax savings
• Establish rapport and trust with clients through empathy, active listening, and commitment to their financial well‑being
• Conduct tax interviews face‑to‑face and virtually via video, phone, chat, and email
• Review and prepare accurate tax returns for individuals and small businesses in compliance with IRS regulations and H&R Block standards
• Provide clients with IRS support, representing them in audit situations if qualified
• Offer ethical, credible advice irrespective of client suggestions
• Handle sensitive information with confidentiality and integrity
• Maintain up‑to‑date knowledge of tax laws, tools, and technology; pursue ongoing training to enhance expertise and service
• Use H&R Block’s digital tools confidently to streamline the tax preparation process
• Foster a positive team environment by sharing knowledge, supporting peers, and collaborating to achieve office goals

• Heart for service and a drive to deliver an amazing client experience
• Excellent interpersonal communication skills, explaining complex tax topics in client‑friendly language
• Successful completion of the H&R Block Tax Knowledge Assessment
• Experience in accounting, finance, bookkeeping, or tax
• Comfort with virtual tools and technology, including video, phone, and chat
• Strong understanding of individual tax return preparation and IRS regulations
• Flexibility to work evenings and weekends during tax season
• Strong critical thinking, attention to detail, and organizational skills
• Must meet IRS and applicable state requirements; high school diploma or equivalent or higher

• Employee Assistance Program with Health Advocate
• Wellbeing program, Better You, to build healthy habits
• Neurodiversity and caregiver support available
• Various discounts on everyday items and services
• Medical coverage, 401(k) retirement savings plan, and Employee Stock Purchase Plan (subject to eligibility)
• Additional resources available at

H&R Block remains committed to building a connected culture of trust, care, and connection, ensuring everyone feels safe to bring their authentic self to work every day. The environment is recognized on Best Companies lists and fosters growth and support among colleagues.

H&R Block is an equal‑opportunity employer. We welcome and celebrate diversity in the workplace regardless of gender, race, ethnicity, age, disability, religion, sexual orientation, gender identity, or veteran status.

• Seniority level:
  Not Applicable
• Employment type:
  
  Full‑time
• Job function:
  Accounting / Auditing and Finance
• Industry: Retail