
10,000+ employees
Founded 1955
💸 Finance
👥 B2C
🤝 B2B
Finance • B2C • B2B
H&R Block is a U. S. -based tax preparation and financial services company that provides in-person and online tax filing, tax professionals, small business bookkeeping and payroll, and related financial products such as refund advances and prepaid cards. Founded in 1955, it operates retail tax offices, franchises, and digital platforms to serve consumers and small businesses with tax, accounting, and financial solutions.
🕒 August 12
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10,000+ employees
Founded 1955
💸 Finance
👥 B2C
🤝 B2B
Finance • B2C • B2B
H&R Block is a U. S. -based tax preparation and financial services company that provides in-person and online tax filing, tax professionals, small business bookkeeping and payroll, and related financial products such as refund advances and prepaid cards. Founded in 1955, it operates retail tax offices, franchises, and digital platforms to serve consumers and small businesses with tax, accounting, and financial solutions.
• Build client relationships and help clients make confident, informed financial decisions • Understand clients' financial goals, identify potential tax savings, plan for the future, and inform clients about relevant H&R Block products and services • Establish rapport and trust through empathy, active listening, and commitment to clients' financial well-being • Conduct tax interviews for retail and DIY online clients using video, phone, chat, and email • Review and complete accurate individual and small-business tax returns in compliance with IRS regulations and H&R Block standards • Analyze IRS transcripts to identify missed prior-year filings and amendment opportunities • Provide ethical and credible tax advice • Handle sensitive information confidentially and with integrity • Stay current with tax laws, tools, and technology through ongoing training • Use H&R Block digital tools and platforms to streamline tax preparation and improve client experience • Share knowledge, support peers, and collaborate with staff to enhance client experience and achieve office goals • Perform other duties as assigned
• Three years of tax preparation or review experience required • Bachelor's degree in accounting, finance, or a related field preferred; equivalent education and practical experience considered • Experience with IRS transcripts, amendments, and identifying prior-year returns • Exceptional verbal and written communication skills • Strong virtual collaboration and digital-platform communication skills • Strong knowledge of tax law and personal tax concepts • Analytical skills for routine and complex tax situations • Ability to work effectively in a diverse, collaborative team environment • High school diploma or equivalent • Internet speed of at least 15 Mbps • Enrolled Agent, Attorney, or CPA designation preferred • Master's degree in accounting, Finance, or a related field preferred
• Advanced tax training • Competitive pay • Comprehensive benefits • Support for life both in and outside of work • Continuous learning • Medical and prescription drug coverage for qualifying associates and eligible dependents • H&R Block Retirement Savings Plan (401(k) Plan) • Employee Assistance Program • (Virtual) fitness center programs • Associate discount program • Business Travel Accident Insurance • Associate Tax Prep benefit • Potential incentive compensation or short-term incentive plans
Apply Now🕒 August 12
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