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Pre-Season Tax Professional

H&R Block

Houston, TXJobSeen 1mo agoSeen in employer's feed today

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At a glance

Compensation
No compensation found
Location
Houston, TX
Work Authorization
Not specified

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Requirements

Credentials this posting asks for.

Successful Completion Of H&R Block Tax Knowledge Assessment Or Income Tax Course

Job overview

The role involves conducting tax interviews, increasing client retention, and offering additional products while supporting business‑to‑business sales. The professional provides IRS audit support, develops tax expertise, mentors teammates, and contributes to business growth within H&R Block’s tax services environment.

Skills & qualifications

RequiredNice to have

Skills

Windows OSEffective CommunicationTax InterviewingIRS Audit SupportBusiness-to-Business SalesTax ExpertiseMentoringCustomer Service

Qualifications

High School DiplomaSuccessful Completion of H&R Block Tax Knowledge Assessment or Income Tax CourseExperience Completing Individual ReturnsTax Planning and Audit SupportWindows-Based Computer System KnowledgeExperience Working in a Fast-Paced Customer Service EnvironmentAvailability to Work in Multiple Locations and 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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