Tax Preparer Assistant

At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a connected culture, valuing diversity and inclusion and making everyone feel like they belong.
We strive to continuously improve our business and have committed to a long-term strategy and transformation plan known as Block Horizons 2025. Our end goal is simple: bigger ambitions, faster transformation, and extraordinary results. It's an exciting time to be a part of H&R Block!
At H&R Block, we're curious, creative, and always on the move. If you embrace challenges as opportunities and seek to make a meaningful difference where you live, work, and play, our door is always open.
A Typical Day...
As you inspire people to make confident, informed decisions about their lives, careers, and money, you'll build client relationships that will grow stronger every year.
Joining H&R Block as an experienced, seasonal Tax Professional means you'll serve clients with diverse tax needs with the support of an expert team, dedicated to providing you with advanced tax training you'll need to be successful.
H&R Block is the industry's largest consumer tax services provider¹and we have been focused on client service for over 60 years. When you join our team, you'll find that we're here to live our purpose to provide help and inspire confidence in our clients and communities everywhere.

What you'll bring to the team...

• Conduct tax interviews with clients face to face and through virtual tools video, phone, chat, email
• Inspire confidence in our clients by preparing complete and accurate tax returns
• Generate business growth, increase client retention, and offer additional products and services
• Provide clients with IRS audit support
• Mentor and collaborate with teammates in a supportive environment

Your Expertise

• Experience in accounting, finance, bookkeeping or tax
• Experience completing individual returns
• Experience working in a fast-paced, supportive environment
• Comfort working with virtual tools video, phone and chat
• Successful completion of the H&R Block Tax Knowledge Assessment
• Must complete 3 hours of continuing education requirement and meet all other IRS and applicable state requirements
• High school diploma or equivalent

It would be even better if you also had...

• Enrolled Agent certification/PTIN
• Experience completing complex returns
• 5+ years of experience in accounting, finance, bookkeeping or tax
• Experience conducting virtual tax interviews
• Tax planning and audit support experience
• Sales and/or marketing experience

Perks of the job...
At H&R Block, we believe and invest in our people by committing to their total well-being. Our benefit offerings can help associates plan for their unique health, well-being, and financial wellness needs.

• Medical coverage allows eligible associate well-being programs including mental health support and coaching
• 401k Retirement Savings Plan and Employee Stock Purchase Plan
• Tax prep benefit allows eligible associates to receive the same tax preparation as our clients, all with no direct cost to you!
• Other perks like flexible/remote opportunities that meet your life, collaborative teams and much more!