Pre-Season Tax Professional
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At a glance
Requirements
Credentials this posting asks for.
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 offer additional products and services. This role supports business-to-business sales activities, provides IRS audit support, and attends audits as needed. The professional will further develop tax expertise and mentor teammates.
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 Tax Interviews, Client Retention, Business Growth, Business To Business Sales, IRS Audit Support, and Tax Expertise. Preferred (not required): Windows-Based Computer System and Fast-Paced Customer Service Environment.
Skills & qualifications
Skills
Qualifications
Benefits
Full job description
About the Role
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Conduct tax interviews with clients
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Increase retention of all clients
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Offer additional products and services
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Generate business growth by supporting business to business sales activities
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Provide IRS audit support & attend audits as needed
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Further develop tax expertise
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Mentor and support teammates
Required Qualifications
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High School Diploma or equivalent
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Experience completing individual returns
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Tax planning and audit support
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Ability to effectively communicate in person and in writing
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Successful completion of the H&R Block Tax Knowledge Assessment or Income Tax Course1
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Additional experience for this position is acquired through training upon hiring
Preferred Qualifications
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Knowledge and experience with a Windows-based computer system
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Experience working in a fast-paced customer service environment
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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.
Pay Range Information
The pay range for this position is listed below. Local minimum wage laws apply. This information is posted pursuant to local requirements to provide applicants with information about what they might be eligible to receive. Individual pay decisions will depend on job-related factors such as experience, education, skill, performance, and geographic location where work will be performed. Successful candidates may be able to participate in one or more incentive compensation or short-term incentive plans, which could generate additional earnings in accordance with the terms of each plan. Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage; can participate in the H&R Block Retirement Savings Plan (401(k) Plan), the Employee Assistance Program, (virtual) fitness center programs, and the associate discount program; are automatically enrolled in Business Travel Accident Insurance; and receive Associate Tax Prep benefit.
Pay Range
$17.00 - $80.00/Hr.
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