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H&R Block

Tax preparation and filing services

Experienced Tax Professional

Tax AccountingUpdated on Nov 10
Full-timeLiberty, MO, USA

About the Job

Requirements

  • Successfully complete the H&R Block Tax Knowledge Assessment.
  • Have a minimum of 1 year of experience in tax preparation, accounting, finance, or bookkeeping, including preparing individual and business returns.
  • Have experience working in a client-facing, consultative, or advisory role.
  • Have strong verbal and written communication skills, including the ability to explain tax concepts in client-friendly language.
  • Complete continuing education and meet all other Internal Revenue Service and applicable state requirements.
  • Have a high school diploma, GED, or equivalent.
  • Bachelor’s degree in accounting, finance, or a related field is preferred but not required.
  • Five or more years of experience in tax preparation, accounting, finance, or bookkeeping is preferred.
  • A Certified Public Accountant, Enrolled Agent, or other Internal Revenue Service Circular 230 credential is preferred.
  • Experience completing complex returns, tax planning, audit support, or tax notice resolution is preferred.
  • Familiarity with GoSystem or UltraTax software is preferred.
  • Familiarity with artificial-intelligence-powered tools such as Microsoft Copilot or ChatGPT is preferred.
  • Experience in a consultative or advisory client relationship role, such as financial advising, insurance, or professional services, is preferred.

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 Internal Revenue Service 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.

About the Company

H&R Block

Tax preparation and filing services

H&R Block provides tax preparation services through a large network of offices and digital options. It helps individuals and small businesses file taxes via in-person consultations, online tax software, and guided support, using trained tax professionals to complete and file returns. The company differentiates itself through a people-first culture, a broad franchise and office footprint, and a commitment to accessible, personalized service rather than relying solely on technology. Its goal is to help clients feel confident about their taxes and connect with communities by offering dependable, affordable tax help and guidance.

Company size
1-10
Company stage
IPO
Headquarters
Kansas City, MO
Founded
1955

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