H&R Block · 3 months ago
Experienced Tax Professional
East Hartford, CT
Full-time
Onsite
Senior Level
5+ years expH&R Block is a company dedicated to providing help and inspiring confidence in clients and communities. The Experienced Tax Professional will build client relationships and serve clients with diverse tax needs while receiving advanced tax training and support from an expert team.
ConsultingRetailService IndustryTax Preparation
Responsibilities
Conduct tax interviews with clients face to face and through virtual tools - video, phone, chat, email
Prepare complete and accurate tax returns
Generate business growth, increase client retention, and offer additional products and services
Provide clients with IRS support
All certification levels can provide tax notice services
Circular 230 associates can provide audit representation
Mentor and support teammates
Successful completion of the H&R Block Tax Knowledge Assessment
Experience in accounting, finance, bookkeeping or tax
Experience completing individual returns
Experience working in a fast-paced environment
Comfort working with virtual tools - video, phone and chat
Ability to effectively communicate in person, via phone and in writing
Must meet IRS and applicable state requirements
Qualification
Required
Bachelor's degree in accounting or related field
CPA or Enrolled Agent certification
Experience completing complex returns (individual, trust, partnership)
5+ years of experience in accounting, finance, bookkeeping or tax
Experience conducting virtual tax interviews
Experience with tax planning and audit support
Sales and/or marketing experience
Conduct tax interviews with clients face to face and through virtual tools - video, phone, chat, email
Prepare complete and accurate tax returns
Generate business growth, increase client retention, and offer additional products and services
Provide clients with IRS support
All certification levels can provide tax notice services
Circular 230 associates can provide audit representation
Mentor and support teammates
Successful completion of the H&R Block Tax Knowledge Assessment
Experience in accounting, finance, bookkeeping or tax
Experience completing individual returns
Experience working in a fast-paced environment
Comfort working with virtual tools - video, phone and chat
Ability to effectively communicate in person, via phone and in writing
Must meet IRS and applicable state requirements
High school diploma / equivalent or higher
Benefits
Employee Assistance Program with Health Advocate.
Wellbeing program, BetterYou, to help you build healthy habits.
Neurodiversity and caregiver support available to you and your family.
Various discounts on everyday items and services.
Benefits with additional eligibility requirements: Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan.
Company
H&R Block
H&R Block is a tax solutions provider that offers tax returns, filings, and advisory services for individuals and businesses. It is a sub-organization of Ameriprise Financial.
10001+ employees
H1B Sponsorship
H&R Block has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2023 (1)
Funding
Current Stage
Public CompanyTotal Funding
unknown1978-01-13IPO
Leadership Team
Andy Phillips
Vice President - The Tax Institute at H&R Block
George Agurkis
Vice President, Government Relations
Recent News
2026-01-17
2026-01-15
Company data provided by crunchbase