Pre-Season Tax Professional

About the role

Conduct tax interviews with clients, increase retention of all clients, offer additional products and services, generate business growth by supporting business-to-business sales activities, provide IRS audit support, and attend audits as needed. Further develop tax expertise and mentor and support teammates.

Responsibilities

• Conduct tax interviews with clients
• Increase retention of all clients
• Offer additional products and services
• Generate business growth by supporting business-to-business sales activities
• Provide IRS audit support and attend audits as needed
• Further develop tax expertise
• Mentor and support teammates

Requirements

• High School Diploma or equivalent
• Experience completing individual returns
• Tax planning and audit support experience
• Ability to effectively communicate in person and in writing
• Successful completion of the H&R Block Tax Knowledge Assessment or Income Tax Course¹

Preferred Qualifications

• Knowledge and experience with a Windows-based computer system
• Experience working in a fast-paced customer service environment
• Availability to work in multiple locations and/or multiple hours

Benefits

At H&R Block, we invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work. Our purpose is to provide help and inspire confidence in our clients and communities, fostering a high-performing, connected culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact.