Tax Professional

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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 strive to continuously improve our business and have committed to a long‑term strategy and transformation plan known as Block Next. This multi‑year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we work, how we serve, and how we lead in our industry. At H&R Block, we’re curious, creative, and always on the move.

If you embrace challenges as opportunities and seek to make a meaningful difference where you live, work, and play, our door is always open.

As you inspire people to make confident, informed decisions about their lives, careers, and money, you’ll build client relationships that will grow stronger every year.

Joining H&R Block as an experienced Tax Professional means you’ll leverage your desire to deliver an exceptional client experience by serving clients with diverse tax needs with the support of an expert team. You will guide clients through their tax journey with empathy, professionalism, and integrity, in turn creating a seamless and reassuring experience that leaves clients feeling confident, informed, and cared for.

It would be even better if you also had

• 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 with tax planning and audit support
• Enrolled Agent or Circular 230 certified
• Collaboration tools such as Teams, customer relationship management tools

• Take a consultative approach by understanding clients’ financial goals, identifying potential tax savings, planning for the future, and informing clients about available H&R Block products and services that may assist with their financial objectives
• Establish rapport and trust with clients by consistently exhibiting empathy, active listening, and a sincere commitment to their financial well‑being
• Conduct tax interviews with clients face to face and through virtual tools – video, phone, chat, email
• Review and complete accurate tax returns for individuals and small businesses in compliance with IRS regulations and H&R Block standards
• Provide clients with IRS support
  • All certification levels can provide tax notice services
  • Circular 230 associates can provide audit representation
• Offer ethical, credible advice regardless of client suggestions
• Handle sensitive information with confidentiality and integrity
• Keep up to date with tax laws, tools, and technology for accurate service; pursue ongoing training to improve tax expertise, customer service, and tech skills
• Use H&R Block’s digital tools and platforms confidently to streamline the tax preparation process and enhance client experience
• Foster a positive team environment by sharing knowledge, supporting peers, and collaborating with staff to continuously enhance client experience and achieve office goals

• A heart for service and a desire to deliver an amazing client experience
• Exceptional interpersonal communication skills with the ability to explain complex tax topics in simple, client‑friendly language, assess individual needs through consultative dialogue, and build trusted relationships
• Successful completion of the H&R Block Tax Knowledge Assessment
• Experience in accounting, finance, bookkeeping or tax
• Comfort working with virtual tools – and comfort with technology, including video, phone, and chat
• Strong understanding of individual tax return preparation and relevant IRS regulations
• Ability to work flexible hours, including evenings and weekends during tax season
• Demonstrated critical thinking skills
• Strong attention to detail and organizational skills
• Must meet IRS and applicable state requirements
• High school diploma /…