Experienced Tax Professional
- for any list. Could have two headings: Required Qualifications and Preferred Qualifications? But the allowed headings list includes Qualifications (singular). We could have a Qualifications section and inside we could have two
- with headings? Not allowed to add extra headings beyond those? The instruction: use
- Prepare complete, accurate tax returns for clients with diverse and complex tax situations, including individual and business returns
- Conduct in-depth client interviews to understand financial situations, life changes, and tax implications — then provide clear, personalized recommendations
- Build trusted client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and relevant H&R Block products
- Provide IRS support, tax notice assistance, and audit guidance to clients as needed
- Collaborate with team members, share knowledge, and contribute to a positive, client-focused office environment
- Successful completion of the H&R Block Tax Knowledge Assessment
- Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping, including preparing individual and business returns
- Experience working in a client facing, consultative, or advisory role
- Strong verbal and written communication skills, including the ability to explain tax concepts in client-friendly language
- Must complete continuing education and meet all other IRS and applicable state requirements
- High school diploma / GED / equivalent required
- Bachelor’s degree in accounting, finance or a related field
- 5+ years of experience in tax preparation, accounting, finance, bookkeeping
- CPA or Enrolled Agent (EA), or other IRS Circular 230 credential
- Experience completing complex returns, tax planning, audit support, or tax notice resolution
- Familiarity with GoSystem or Ultratax software
- Familiarity with AI-powered tools (e.g., Microsoft Copilot, ChatGPT)
- Experience in a consultative or advisory client relationship role (financial advising, insurance, or professional services)
- Strong verbal and written communication skills
- Ability to explain tax concepts in client-friendly language
- Client-facing, consultative, or advisory experience
- Familiarity with GoSystem or Ultratax software
- Familiarity with AI-powered tools (e.g., Microsoft Copilot, ChatGPT)
- Comprehensive benefits
- Support for life both in and outside of work
- Competitive hourly rate
- Incentive plan that rewards your impact
- Prepare complete, accurate tax returns for clients with diverse and complex tax situations, including individual and business returns
- Conduct in-depth client interviews to understand financial situations, life changes, and tax implications — then provide clear, personalized recommendations
- Build trusted client relationships by delivering
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It doesn't forbid other headings, but says use
for section headings (e.g. those). Likely we should stick to those headings. Could we have both Required and Preferred under Qualifications with separate
- and maybe a preceding
indicating required vs preferred? That would be okay. - Skills: we could extract communication skills, ability to explain tax concepts, client-facing, consultative, advisory, etc. Could be a Skills section. - Requirements: maybe we could separate "Required Qualifications" as Requirements? But we already have Qualifications. The list includes Requirements as a possible heading. Could use Requirements for mandatory items, Qualifications for preferred? But we have both required and preferred. Might be better to have Requirements for required qualifications, and Qualifications for preferred qualifications. However the instruction list includes both Requirements and Qualifications as separate possible headings. Let's decide: Use Requirements for required qualifications (the list after "Required Qualifications"). Use Qualifications for preferred qualifications (the list after "Preferred Qualifications"). - Skills: maybe we can pull out specific skills like "Strong verbal and written communication skills", "Ability to explain tax concepts in client-friendly language", "Experience working in a client facing, consultative, or advisory role", "Familiarity with GoSystem or Ultratax software", "Familiarity with AI-powered tools", etc. Those could be skills. - Benefits: we have "competitive pay, comprehensive benefits, and support for life both in and outside of work." Also "competitive hourly rate, incentive plan". Benefits could be "comprehensive benefits" and "support for life both in and outside of work". We'll include. - Pay: we have "competitive hourly rate" and "incentive plan that rewards your impact". We'll include. - Schedule: not specific, so omit. - About the role: we have paragraph. - Responsibilities: we have the bullet-like sentences. Now we need to output HTML fragment only, no markdown fences. We'll structure:
About the role
...
Responsibilities
Requirements
Qualifications
Skills
Benefits
Pay
before list describing purpose. The instruction: use
for prose. So we could add a
after Benefits heading describing purpose and culture, then
- for specific benefits. However we must not invent content. The purpose statement: "At H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, we’ve led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation. That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact. We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work."
We can put that as prose under Benefits heading before the list. That's substantive.
Similarly, we could put a short paragraph under About the role (we already have). Good.
Now check for any duplicated lines: we have some repeated items like communication skills appears both in Requirements and Skills. That's okay; we preserve all substantive info, not deduplicate.
Check for any mention of Pay/Schedule/Benefits that we omitted: we included Pay and Benefits. Schedule omitted as not specified.
Now ensure we didn't include any boilerplate like "Sponsored Job Claypool-44110-ROANOKE VA". That's metadata; we should drop it. Also "1 - Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment." That's a footnote; we could drop as it's legal boilerplate? It's a disclaimer; likely considered legal/EEO? It's a disclaimer about assessment not guarantee. Might be considered boilerplate; we should drop. The instruction: Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate. This is a legal disclaimer; drop.
Also "Sponsored Job Claypool-44110-ROANOKE VA" drop.
Now ensure we didn't include any placeholder like "not specified". We didn't.
Now output only HTML fragment.
Let's craft final HTML.
We'll need to escape any HTML special characters? The text includes em dashes — and maybe apostrophes. Should be fine as plain text.
We'll produce:
About the role
As a seasonal Experienced Tax Professional at H&R Block, you are a trusted advisor who helps clients navigate complex tax situations with confidence. You'll use your expertise to prepare accurate returns, uncover savings opportunities, and build lasting client relationships — backed by industry-leading training and technology, a competitive hourly rate, and an incentive plan that rewards your impact as you build your tax expertise and serve clients. Whether you're looking for meaningful seasonal work or a path to grow in tax and financial services, this is the place. This role is in-person at a local H&R Block tax office.
Responsibilities