Experienced Tax Professional
for each heading. Use - for any list of duties/requirements/benefits. Use
for prose. Do not repeat job title. Do not include Job ID etc. Remove boilerplate. Must preserve all substantive info. Include sections only when posting has real specific content. Must not create sections with filler like "commensurate with experience". Pay and Schedule: we have Pay Range $16.00 - $80.00/Hr. So we can include Pay section. Schedule not mentioned; we should not create Schedule section. Benefits: we have description of benefits: medical and prescription drug coverage, 401(k), EAP, fitness center, associate discount, Business Travel Accident Insurance, Associate Tax Prep benefit. So we can include Benefits section with list.
We need sections: About the role (intro paragraph). Responsibilities: list of duties. Requirements: maybe required qualifications? Actually they have "Required Qualifications" and "Preferred Qualifications". Could combine into Requirements and Qualifications? The instruction says use headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. So we need to map content accordingly.
We have "About The Role" paragraph. Then responsibilities: list of duties (prepare returns, conduct interviews, build relationships, provide IRS support, collaborate). Then Required Qualifications: list of required qualifications. Then Preferred Qualifications: maybe under Qualifications heading? Could split: Requirements = required qualifications, Qualifications = preferred qualifications? Or we could combine both under Qualifications? But we have both headings available; we can use Requirements for required, Qualifications for preferred. Skills: maybe we can extract skills from required/preferred: communication skills, etc. Could create Skills section listing communication, client-facing, etc. But we must not invent; we can list skills explicitly mentioned: strong verbal and written communication skills, ability to explain tax concepts in client-friendly language, experience in client facing consultative role, etc. Also preferred: familiarity with GoSystem or Ultratax, AI-powered tools, etc. So we can put those under Skills.
Benefits: list as described.
Pay: include Pay Range.
Schedule: not present, so omit.
We must not include filler like "commensurate with experience". Not present.
We need to ensure we don't repeat job title. Not include Job ID.
We must remove boilerplate like EEO etc. Not present.
We need to preserve all substantive info. Let's extract.
Original text:
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. Prepare complete, accurate tax returns for clients with diverse and complex tax situations, including individual and business returnsConduct in-depth client interviews to understand financial situations, life changes, and tax implications — then provide clear, personalized recommendationsBuild trusted client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and relevant H&R Block productsProvide 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
Required Qualifications Successful completion of the H&R Block Tax Knowledge Assessment1Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping, including preparing individual and business returnsExperience working in a client facing, consultative, or advisory roleStrong verbal and written communication skills, including the ability to explain tax concepts in client-friendly languageMust complete continuing education and meet all other IRS and applicable state requirementsHigh school diploma / GED / equivalent required
Preferred Qualifications Bachelor’s degree in accounting, finance or a related field5+ years of experience in tax preparation, accounting, finance, bookkeepingCPA or Enrolled Agent (EA), or other IRS Circular 230 credentialExperience completing complex returns, tax planning, audit support, or tax notice resolutionFamiliarity with GoSystem or Ultratax softwareFamiliarity with AI-powered tools (e.g., Microsoft Copilot, ChatGPT)Experience in a consultative or advisory client relationship role (financial advising, insurance, or professional services)
Why work for us 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. 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. Pay Range Information The pay range for this position is listed below. Local minimum wage laws apply. This information is posted pursuant to local requirements to provide applicants with information about what they might be eligible to receive. Individual pay decisions will depend on job-related factors such as experience, education, skill, performance, and geographic location where work will be performed. Successful candidates may be able to participate in one or more incentive compensation or short-term incentive plans, which could generate additional earnings in accordance with the terms of each plan. Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage; can participate in the H&R Block Retirement Savings Plan (401(k) Plan), the Employee Assistance Program, (virtual) fitness center programs, and the associate discount program; are automatically enrolled in Business Travel Accident Insurance; and receive Associate Tax Prep benefit. Pay Range $16.00 - $80.00/Hr. Sponsored Job Hart-12103-HONOLULU HI
We need to drop the footnote about enrollment etc. Also drop "Sponsored Job Hart-12103-HONOLULU HI". Also drop "Why work for us" maybe we can incorporate into Benefits? Actually "Why work for us" includes purpose and culture; could be part of About the role? But we already have About the role description. Could treat "Why work for us" as part of Benefits? But it's more about culture; maybe we can include as a paragraph under About the role? However we must not invent sections; we can keep it as part of About the role paragraph (since it's about the role and company). But the instruction: Use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we should have About the role heading and then paragraph(s) about role. The "Why work for us" could be placed under Benefits? Actually benefits are separate. The "Why work for us" is more about company culture and purpose; could be part of About the role or maybe we could create a separate section but not in list. Since we must only use those headings, we could incorporate that paragraph into About the role (makes sense). So About the role will include the initial description plus the "Why work for us" paragraph.
Now Responsibilities: list of duties from the role: "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". We'll put each as
- .
Requirements: Required Qualifications list: "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". We'll list as
- .
Qualifications: Preferred Qualifications list: "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)". List as
- .
Skills: Could extract skills mentioned: strong verbal and written communication skills, ability to explain tax concepts in client-friendly language, client-facing consultative/advisory experience, familiarity with GoSystem/Ultratax, familiarity with AI-powered tools, etc. But some of these are already in Requirements/Qualifications. To avoid duplication, we could still list skills that are not covered elsewhere: maybe "ability to explain tax concepts in client-friendly language", "strong verbal and written communication skills", "consultative/client relationship skills", "familiarity with GoSystem or Ultratax software", "familiarity with AI-powered tools". However these appear in both required and preferred. It's okay to duplicate? The instruction says preserve ALL substantive information; do not invent or summarize away detail. Duplication is okay if it's present in source. But we should not invent. We could create Skills section listing: "Strong verbal and written communication skills", "Ability to explain tax concepts in client-friendly language", "Experience in client-facing consultative/advisory roles", "Familiarity with GoSystem or Ultratax software", "Familiarity with AI-powered tools (e.g., Microsoft Copilot, ChatGPT)". That seems fine.
Benefits: list: "Medical and prescription drug coverage", "H&R Block Retirement Savings Plan (401(k) Plan)", "Employee Assistance Program", "(Virtual) fitness center programs", "Associate discount program", "Business Travel Accident Insurance (automatically enrolled)", "Associate Tax Prep benefit". Also maybe "competitive pay" but that's Pay section. We'll list as
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Pay: include Pay Range $16.00 - $80.00/Hr. Also mention that local minimum wage laws apply, incentive compensation possible. We'll include as paragraph.
Schedule: not present, omit.
Now ensure we don't include any boilerplate like "Sponsored Job", footnote about enrollment, etc.
Now produce HTML fragment:
About the role
... paragraph(s) ...
We need to combine About the role paragraphs: The initial description plus "Why work for us" paragraph.
Let's craft About the role paragraph:
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
for prose. Do not repeat job title. Do not include Job ID etc. Remove boilerplate. Must preserve all substantive info. Include sections only when posting has real specific content. Must not create sections with filler like "commensurate with experience". Pay and Schedule: we have Pay Range $16.00 - $80.00/Hr. So we can include Pay section. Schedule not mentioned; we should not create Schedule section. Benefits: we have description of benefits: medical and prescription drug coverage, 401(k), EAP, fitness center, associate discount, Business Travel Accident Insurance, Associate Tax Prep benefit. So we can include Benefits section with list. We need sections: About the role (intro paragraph). Responsibilities: list of duties. Requirements: maybe required qualifications? Actually they have "Required Qualifications" and "Preferred Qualifications". Could combine into Requirements and Qualifications? The instruction says use headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. So we need to map content accordingly. We have "About The Role" paragraph. Then responsibilities: list of duties (prepare returns, conduct interviews, build relationships, provide IRS support, collaborate). Then Required Qualifications: list of required qualifications. Then Preferred Qualifications: maybe under Qualifications heading? Could split: Requirements = required qualifications, Qualifications = preferred qualifications? Or we could combine both under Qualifications? But we have both headings available; we can use Requirements for required, Qualifications for preferred. Skills: maybe we can extract skills from required/preferred: communication skills, etc. Could create Skills section listing communication, client-facing, etc. But we must not invent; we can list skills explicitly mentioned: strong verbal and written communication skills, ability to explain tax concepts in client-friendly language, experience in client facing consultative role, etc. Also preferred: familiarity with GoSystem or Ultratax, AI-powered tools, etc. So we can put those under Skills. Benefits: list as described. Pay: include Pay Range. Schedule: not present, so omit. We must not include filler like "commensurate with experience". Not present. We need to ensure we don't repeat job title. Not include Job ID. We must remove boilerplate like EEO etc. Not present. We need to preserve all substantive info. Let's extract. Original text: 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. Prepare complete, accurate tax returns for clients with diverse and complex tax situations, including individual and business returnsConduct in-depth client interviews to understand financial situations, life changes, and tax implications — then provide clear, personalized recommendationsBuild trusted client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and relevant H&R Block productsProvide 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 Required Qualifications Successful completion of the H&R Block Tax Knowledge Assessment1Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping, including preparing individual and business returnsExperience working in a client facing, consultative, or advisory roleStrong verbal and written communication skills, including the ability to explain tax concepts in client-friendly languageMust complete continuing education and meet all other IRS and applicable state requirementsHigh school diploma / GED / equivalent required Preferred Qualifications Bachelor’s degree in accounting, finance or a related field5+ years of experience in tax preparation, accounting, finance, bookkeepingCPA or Enrolled Agent (EA), or other IRS Circular 230 credentialExperience completing complex returns, tax planning, audit support, or tax notice resolutionFamiliarity with GoSystem or Ultratax softwareFamiliarity with AI-powered tools (e.g., Microsoft Copilot, ChatGPT)Experience in a consultative or advisory client relationship role (financial advising, insurance, or professional services) Why work for us 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. 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. Pay Range Information The pay range for this position is listed below. Local minimum wage laws apply. This information is posted pursuant to local requirements to provide applicants with information about what they might be eligible to receive. Individual pay decisions will depend on job-related factors such as experience, education, skill, performance, and geographic location where work will be performed. Successful candidates may be able to participate in one or more incentive compensation or short-term incentive plans, which could generate additional earnings in accordance with the terms of each plan. Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage; can participate in the H&R Block Retirement Savings Plan (401(k) Plan), the Employee Assistance Program, (virtual) fitness center programs, and the associate discount program; are automatically enrolled in Business Travel Accident Insurance; and receive Associate Tax Prep benefit. Pay Range $16.00 - $80.00/Hr. Sponsored Job Hart-12103-HONOLULU HI We need to drop the footnote about enrollment etc. Also drop "Sponsored Job Hart-12103-HONOLULU HI". Also drop "Why work for us" maybe we can incorporate into Benefits? Actually "Why work for us" includes purpose and culture; could be part of About the role? But we already have About the role description. Could treat "Why work for us" as part of Benefits? But it's more about culture; maybe we can include as a paragraph under About the role? However we must not invent sections; we can keep it as part of About the role paragraph (since it's about the role and company). But the instruction: Use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we should have About the role heading and then paragraph(s) about role. The "Why work for us" could be placed under Benefits? Actually benefits are separate. The "Why work for us" is more about company culture and purpose; could be part of About the role or maybe we could create a separate section but not in list. Since we must only use those headings, we could incorporate that paragraph into About the role (makes sense). So About the role will include the initial description plus the "Why work for us" paragraph. Now Responsibilities: list of duties from the role: "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". We'll put each as
About the role
... paragraph(s) ...
We need to combine About the role paragraphs: The initial description plus "Why work for us" paragraph. Let's craft About the role paragraph: 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