Entry-Level Tax Specialist

About Us

At H&R Block, we harness the power of people helping people. Our primary mission is to empower our clients, employees, and communities with confidence and support. We foster a vibrant, high-performing culture where everyone feels valued and connected.

We are committed to continuous improvement and are undertaking an ambitious transformation initiative called Block Next, which emphasizes innovation, enhancing client experiences, and sustainable business growth. This plan is focused on the next chapter of our work and leadership in the industry.

If you are eager to embrace challenges and make a meaningful impact in your community, we invite you to join us.

Your Role

As an Entry-Level Tax Specialist at H&R Block, you’ll provide valuable guidance to clients navigating through their tax situations. You'll build enduring relationships and deliver exceptional experiences as you help clients with diverse tax needs.

What We’re Looking For:

• Educational background in accounting or a related field.
• Desire or intention to pursue CPA or Enrolled Agent certification.
• Experience preparing individual or small business tax returns.
• Strong analytical skills and a minimum of 5 years in accounting, finance, bookkeeping, or tax-related roles.
• Familiarity with tax planning and audit processes.
• Proficiency with digital collaboration tools and customer relationship management software.

Your Responsibilities Include:

• Using a consultative approach to identify client financial goals and potential tax savings.
• Building rapport with clients through empathy and active listening.
• Conducting tax interviews through various communication channels including face-to-face and virtual tools.
• Reviewing and preparing accurate tax returns while adhering to IRS regulations.
• Providing ongoing support to clients regarding IRS inquiries and notices.
• Offering honest, ethical advice and maintaining confidentiality with sensitive information.
• Staying updated on tax laws, tools, and technologies while seeking to improve your skills.
• Utilizing H&R Block's digital tools to enhance the tax preparation process.
• Collaborating with colleagues to improve client experiences and ensure team goals are met.

What You Bring:

• A passion for client service and a commitment to providing an outstanding experience.
• Excellent communication skills with the ability to simplify complex tax concepts.
• Experience in tax preparation or related fields.
• Comfort with virtual communication and technology.
• Strong understanding of individual tax returns and related IRS regulations.
• Flexibility to work evenings and weekends during the busy tax season.
• Detail-oriented with strong organizational capabilities.
• Compliance with IRS and applicable state requirements.
• A high school diploma or equivalent, at a minimum.

Why Join Us?

At H&R Block, we value our employees' well-being and provide comprehensive benefits to support your health, financial wellness, and personal growth.

• Employee Assistance Program for health advocacy.
• Well-being initiatives through our BetterYou program.
• Support for neurodiversity and caregiving needs.
• Various discounts on products and services.
• Eligibility for medical coverage, a 401k retirement plan, and the Employee Stock Purchase Plan.

Our Commitment to Community:

H&R Block is dedicated to maintaining a Connected Culture where trust, care, and collaboration prevail. We strive to create a work environment that embraces diversity and allows everyone to contribute authentically. If you are passionate about making a positive impact, H&R Block is your place to thrive.

The typical pay for this position ranges from $11.00 to $80.00 per hour, with individual compensation based on factors such as experience, education, and performance.