Tax Professional I

4 weeks ago


San Jose, California, United States H&R Block Full time
Job Description:

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 connected culture, valuing diversity and inclusion and making everyone feel like they belong.

We strive to continuously improve our business and have committed to a long-term strategy and transformation plan known as Block Horizons 2025. Our end goal is simple: bigger ambitions, faster transformation, and extraordinary results.

As a Tax Professional, you will be part of 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.

A Typical Day...

You will conduct tax interviews with clients face to face and through virtual tools, prepare complete and accurate tax returns, generate business growth, increase client retention, and offer additional products and services. You will also provide clients with IRS support and mentor and support teammates.

Your Expertise:
  • Successful completion of the H&R Block Tax Knowledge Assessment
  • Experience in accounting, finance, bookkeeping or tax
  • Experience completing individual returns
  • Experience working in a fast-paced environment
  • Comfort working with virtual tools
  • Ability to effectively communicate in person, via phone and in writing
  • Must complete 10 hour continuing education requirement and meet all other IRS and applicable state requirements
  • High school diploma / equivalent or higher

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.

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