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Pre-Season Tax Professional

H&R Block

SARASOTA, FLJobSeen 5mo agoSeen in employer's feed today

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At a glance

Compensation
No compensation found
Location
SARASOTA, FL
Work Authorization
Not specified

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Requirements

Credentials this posting asks for.

H&R Block Tax Knowledge Assessment Or Income Tax Course

Job overview

The role involves conducting tax interviews, increasing client retention, offering additional products, supporting business‑to‑business sales, providing IRS audit support, developing tax expertise, and mentoring teammates as part of H&R Block’s tax team.

Skills & qualifications

RequiredNice to have

Skills

Individual Tax ReturnsTax PlanningAudit SupportCommunicationWindows OSCustomer ServiceMultiple Locations Availability

Qualifications

High School Diploma or EquivalentH&R Block Tax Knowledge Assessment or Income Tax Course

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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