Pre-Season Tax Professional

H&R Block

Posted 2 months ago

Full Time

Cheval, Florida

In Person

Smart Summary

Responsibilities

Conduct tax interviews with clients and provide IRS audit support while managing client retention. Generate business growth through B2B sales activities and mentor teammates.

Qualifications

H&R Block is looking for a Pre-Season Tax Professional with a high school diploma or equivalent and experience in completing individual tax returns. Key skills include tax planning, audit support, and effective communication. Successful completion of the H&R Block Tax Knowledge Assessment or Income Tax Course is also required.

Job Description

Our Company

At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a high performing, connected culture, where everyone feels like they belong.

We strive to continuously improve our business and have committed to a long-term strategy and transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we work, how we serve, and how we lead in our industry.

At H&R Block, we're curious, creative, and always on the move. If you embrace challenges as opportunities and seek to make a meaningful difference where you live, work, and play, our door is always open.


A Typical Day...

  • 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 & attend audits as needed
  • Further develop tax expertise
  • Mentor and support teammates

It would be even better if you also had...

  • 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/multiple hours

What you'll bring to the team...

  • High School Diploma or equivalent
  • Experience completing individual returns
  • Tax planning and audit support
  • Ability to effectively communicate in person and in writing
  • Successful completion of the H&R Block Tax Knowledge Assessment or Income Tax Course1
  • Additional experience for this position is acquired through training upon hiring

Why work for us

At H&R Block, we believe and invest in our people by committing to their total well-being. Our benefit offerings can help associates plan for their unique health, wellbeing and financial wellness needs.

  • Employee Assistance Program with Health Advocate.
  • Wellbeing program, BetterYou, to help you build healthy habits.
  • Neurodiversity and caregiver support available to you and your family.
  • Various discounts on everyday items and services.
  • Benefits with additional eligibility requirements: Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan. 
  • Check out all available benefits at www.blockbenefits.com.

The Community You Will Join:

At H&R Block we remain committed to building a Connected Culture — one in which trust, care, and connections are how we work together as we continue to create an environment where everyone feels safe to bring their authentic self to work every day and feels like they belong as part of a larger team.

You will be immersed in an exceptional work environment that is recognized throughout the world on Best Companies lists! You will also be surrounded by colleagues who are committed to helping each other grow and support each other.

H&R Block is an equal opportunity employer. We welcome and celebrate diversity in the workplace regardless of gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, or veteran status.

If you’re looking to make an impact, H&R Block is the place for you.


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.


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H&R Block

H&R Block’s purpose is simple: To provide help and inspire confidence in our clients and communities everywhere. We’ve been true to that purpose since brothers Henry and Richard Bloch founded our company in 1955. Since then, we’ve prepared approximately 800 million tax returns and grown to have approximately 12,000 offices throughout the United States and around the world. We know that tax needs and situations change from year to year. That’s why we offer new and innovative ways to prepare and file taxes so clients can choose what suits them best. We are a people company first and a tax company second. With this in mind, we deliver care in every interaction, conversation, and at each touchpoint. That’s how we build long-lasting relationships with clients, communities, and associates. People who join H&R Block say it feels like being part of something bigger. A place with an amazing and storied history, but with a strong and urgent focus on the future. Maybe it's because our company still has the feeling of ‘family’ serving as the foundation for our associates and franchisees who bring our purpose to life each day. Maybe it’s how determined, forward thinking and innovative we are, or how accessible our leadership is. We believe it’s all those things, and much more. Our ideas are rooted in unique and diverse perspectives fueled by curiosity and creativity. We’re not afraid to try new things, and never rest on past success. We are passionate in the way we advocate for each other, for our clients, and most importantly, we not only say we are better together…we truly believe it!
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