Senior Tax Specialist

About H&R Block At H&R Block, we are dedicated to the principle that people helping people can change lives. Our mission is to empower our clients, associates, and communities, fostering a culture where connection and belonging are at the core of everything we do. We are committed to continuous improvement and innovation through our strategic initiative, Block Next, aimed at enhancing client experiences and fostering sustainable growth across our operations. If you are passionate about making a significant impact in your community and are ready to embrace challenges as opportunities, we invite you to join our team. Your Daily Impact... As a Senior Tax Specialist at H&R Block, you will help clients feel more confident and informed about their tax situations, forging lasting relationships every tax season. In this seasonal role, you'll provide expert support to clients with diverse tax needs, backed by a dedicated team and comprehensive training to ensure your success. Preferred Qualifications... Bachelor's degree in accounting or a related field CPA or Enrolled Agent certification Proven experience with complex returns (individual, trust, partnership) 5+ years of accounting, finance, bookkeeping, or tax experience Experience conducting virtual tax interviews Knowledge of tax planning and audit support Sales and marketing experience will be a plus Your Contributions Will Include... Conducting tax interviews with clients through in-person and virtual methods (video, phone, chat, email) Preparing complete and accurate tax returns Driving business growth, enhancing client retention, and promoting additional services Providing IRS support and assistance when needed Offering tax notice services to clients Providing audit representation for Circular 230 associates Mentoring and supporting teammates Successfully completing the H&R Block Tax Knowledge Assessment Utilizing expertise in individual tax returns Thriving in a fast-paced work environment Comfortably using virtual communication tools Effectively communicating with clients via various channels Meeting all IRS and applicable state requirements Having a high school diploma or equivalent at minimum Why Choose H&R Block? We value and invest in our employees, focusing on their holistic well-being. Our extensive benefits program is designed to address your health, wellness, and financial needs. Access to our Employee Assistance Program with Health Advocate Participation in the BetterYou wellbeing program for developing healthy habits Support for neurodiversity and caregiver needs for you and your family Exclusive discounts on various products and services Benefits including Medical Coverage, 401k Retirement Savings Plan, and Employee Stock Purchase Plan Discover all available benefits through our benefits portal. The Community You’ll Be Part Of: At H&R Block, we are deeply committed to cultivating a Connected Culture characterized by trust, care, and authentic connections among team members. You'll work in an environment recognized among the best globally, surrounded by supportive colleagues eager to help each other thrive. H&R Block is proud to be an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive workplace for everyone regardless of gender, race, color, ethnicity, national origin, age, disability, religion, sexual orientation, gender identity, expression, or veteran status. If you're eager to make an impact in the lives of others, H&R Block is the right place for you. Enrollment in, or completion of, the H&R Block Income Tax Course or Tax Knowledge Assessment does not guarantee employment.

Created: 2026-03-09