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Pre-Season Tax Professional

H&R Block

Beloit, KSJobNo compensation foundPosted 2mo agoSeen in employer's feed 3 days ago
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At a glance

Compensation
No compensation found
Location
Beloit, KS
Work Authorization
Not specified

Requirements

Credentials this posting asks for.

H&R Block Tax Knowledge Assessment

Job overview

H&R Block is hiring a Pre-Season Tax Professional. The Pre-Season Tax Professional conducts tax interviews with clients, aiming to increase client retention and generate business growth through sales activities. This role also involves providing IRS audit support, further developing tax expertise, and mentoring teammates. The professional will work to inspire confidence in clients and contribute to the company's evolving tax industry strategies.

Key focus areas include Conduct tax interviews with clients, Increase retention of all clients, and Offer additional products and services.

Successful candidates bring High School Diploma, Experience Completing Individual Returns, and Tax Planning and Audit Support. Important skills include Effective Communication. Preferred (not required): Tax Interviews, Client Retention, Business To Business Sales, and IRS Audit Support.

Skills & qualifications

RequiredNice to have

Skills

Effective CommunicationTax InterviewsClient RetentionBusiness to Business SalesIRS Audit SupportTax ExpertiseCoachingWindows-Based Computer SystemCustomer Service

Qualifications

High School Diploma or EquivalentExperience Completing Individual ReturnsTax Planning and Audit SupportH&R Block Tax Knowledge AssessmentIncome Tax CourseFast-Paced Customer Service Environment ExperienceAvailability to Work in Multiple LocationsAvailability to Work Multiple Hours

Full job description

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 & attend audits as needed

  • Further develop tax expertise

  • Mentor and support teammates

Required Qualifications

  • 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

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/multiple hours

Why work for us

At H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, we’ve led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation.

That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact. We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work.

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