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
ProvideIRS 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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