Experienced Tax Professional
. Then responsibilities list as - . Then qualifications: maybe separate Required Qualifications and Preferred Qualifications? Could combine? The instruction: use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can have sections: About the role, Responsibilities, Qualifications (maybe split required and preferred as sublists). Also maybe Skills? But we can include required and preferred under Qualifications.
We must not repeat job title. No Job ID etc. Remove boilerplate: "Sponsored Job Claypool-44110-ROANOKE VA" maybe considered metadata; we can drop or put in short p. The instruction: do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short
or drop it. So we can include a short p with location maybe? The posting says "This role is in-person at a local H&R Block tax office." That's location info. The "Claypool-44110-ROANOKE VA" is likely a job ID and location. We can drop it or include as short p: maybe "Location: Roanoke, VA". But we must not invent. The text includes "Claypool-44110-ROANOKE VA". That seems like a code; we could drop it. Safer to drop.
We must preserve all substantive information. So we need to include all responsibilities, qualifications, why work for us (benefits/culture). The "Why work for us" section includes purpose, culture, benefits, competitive pay, comprehensive benefits, support for life. That's substantive; we can make a Benefits section (or Culture). Since they mention competitive pay, comprehensive benefits, support for life. We can create a Benefits section with those points. Also maybe a "About H&R Block" section? But we can incorporate into Benefits or Culture.
We must not create sections with filler like "commensurate with experience". Not present.
We need to avoid duplicating lines.
Let's extract:
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-person at a local H&R Block tax office."
Then responsibilities list:
- 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
Required Qualifications:
- 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
Preferred Qualifications:
- 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)
Why work for us paragraph:
"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 create a Benefits section with bullet points: competitive pay, comprehensive benefits, support for life both in and outside of work. Also mention High Performing, Connected Culture etc. Could be under "About H&R Block" or "Culture". But we have limited headings list; we can use "Benefits" for those points, and maybe "Culture" for the rest. However instruction: Prefer a few substantive sections over many thin ones. So maybe combine culture and benefits into one "Why work for us" section with
Why work for us
and then prose and maybe
for benefits. But we must not repeat job title as heading; we can use "Why work for us" as heading.
Thus sections:
About the role
...
Responsibilities
...
Qualifications
Maybe split into Required and Preferred as subheadings? But we only allowed h3 for section headings; we could use Required Qualifications
and Preferred Qualifications
as subheadings (still h3). That's okay.
Alternatively combine into one Qualifications
with two lists and headings inside? But we must not invent headings like "Required Qualifications" if not in the list? The instruction says use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It gives examples but not exclusive. So we can use Required Qualifications and Preferred Qualifications as headings.
Thus:
Required Qualifications
...
Preferred Qualifications
...
Why work for us
...
Maybe also a for benefits: competitive pay, comprehensive benefits, support for life both in and outside of work.
We need to preserve all substantive information: the paragraph about purpose, Block Next, High Performing Connected Culture, invest in well-being through competitive pay, comprehensive benefits, support for life. We'll put that in . Then we can add a
for benefits bullet points.
Check for duplication: The paragraph already mentions competitive pay, comprehensive benefits, support for life. If we also list them in , we might be duplicating. Better to keep the paragraph as is and not duplicate. So we can just have with that prose. That's fine.
Now ensure we didn't include boilerplate: "Sponsored Job Claypool-44110-ROANOKE VA" removed. 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; it's substantive? It's a disclaimer about the assessment. Might be considered minor metadata but it's about the qualification. It says "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." This is a note related to the required qualification about Tax Knowledge Assessment. It's substantive? It clarifies that completion is not a guarantee. Might be considered boilerplate but it's specific to the posting. I'd keep it as part of Required Qualifications maybe as a note. Could add as a
after the list. But the instruction: remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate. This is a legal disclaimer; maybe considered legal boilerplate. Safer to drop it. However it's directly tied to the qualification. But it's a standard disclaimer. I'd drop it to be safe.
Now produce HTML fragment.
Let's craft:
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
- 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
Required Qualifications
- 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
Preferred Qualifications
- 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)
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.
That's all.
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can have sections: About the role, Responsibilities, Qualifications (maybe split required and preferred as sublists). Also maybe Skills? But we can include required and preferred under Qualifications. We must not repeat job title. No Job ID etc. Remove boilerplate: "Sponsored Job Claypool-44110-ROANOKE VA" maybe considered metadata; we can drop or put in short p. The instruction: do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short
or drop it. So we can include a short p with location maybe? The posting says "This role is in-person at a local H&R Block tax office." That's location info. The "Claypool-44110-ROANOKE VA" is likely a job ID and location. We can drop it or include as short p: maybe "Location: Roanoke, VA". But we must not invent. The text includes "Claypool-44110-ROANOKE VA". That seems like a code; we could drop it. Safer to drop. We must preserve all substantive information. So we need to include all responsibilities, qualifications, why work for us (benefits/culture). The "Why work for us" section includes purpose, culture, benefits, competitive pay, comprehensive benefits, support for life. That's substantive; we can make a Benefits section (or Culture). Since they mention competitive pay, comprehensive benefits, support for life. We can create a Benefits section with those points. Also maybe a "About H&R Block" section? But we can incorporate into Benefits or Culture. We must not create sections with filler like "commensurate with experience". Not present. We need to avoid duplicating lines. Let's extract: 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-person at a local H&R Block tax office." Then responsibilities list: - 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 Required Qualifications: - 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 Preferred Qualifications: - 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) Why work for us paragraph: "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 create a Benefits section with bullet points: competitive pay, comprehensive benefits, support for life both in and outside of work. Also mention High Performing, Connected Culture etc. Could be under "About H&R Block" or "Culture". But we have limited headings list; we can use "Benefits" for those points, and maybe "Culture" for the rest. However instruction: Prefer a few substantive sections over many thin ones. So maybe combine culture and benefits into one "Why work for us" section with
Why work for us
and thenprose and maybe
- for benefits. But we must not repeat job title as heading; we can use "Why work for us" as heading.
Thus sections:
- 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)
About the role
...
Responsibilities
- ...
Qualifications
Maybe split into Required and Preferred as subheadings? But we only allowed h3 for section headings; we could useRequired Qualifications
andPreferred Qualifications
as subheadings (still h3). That's okay. Alternatively combine into oneQualifications
with two- lists and headings inside? But we must not invent headings like "Required Qualifications" if not in the list? The instruction says use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It gives examples but not exclusive. So we can use Required Qualifications and Preferred Qualifications as headings.
Thus:
Required Qualifications
...
Preferred Qualifications
...
Why work for us
...
Maybe also a- for benefits: competitive pay, comprehensive benefits, support for life both in and outside of work.
We need to preserve all substantive information: the paragraph about purpose, Block Next, High Performing Connected Culture, invest in well-being through competitive pay, comprehensive benefits, support for life. We'll put that in
. Then we can add a
- for benefits bullet points.
Check for duplication: The paragraph already mentions competitive pay, comprehensive benefits, support for life. If we also list them in
- , we might be duplicating. Better to keep the paragraph as is and not duplicate. So we can just have
with that prose. That's fine. Now ensure we didn't include boilerplate: "Sponsored Job Claypool-44110-ROANOKE VA" removed. 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; it's substantive? It's a disclaimer about the assessment. Might be considered minor metadata but it's about the qualification. It says "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." This is a note related to the required qualification about Tax Knowledge Assessment. It's substantive? It clarifies that completion is not a guarantee. Might be considered boilerplate but it's specific to the posting. I'd keep it as part of Required Qualifications maybe as a note. Could add as a
after the list. But the instruction: remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate. This is a legal disclaimer; maybe considered legal boilerplate. Safer to drop it. However it's directly tied to the qualification. But it's a standard disclaimer. I'd drop it to be safe. Now produce HTML fragment. Let's craft:
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
Required Qualifications
Preferred Qualifications
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.
That's all.