H&R Block · 7 hours ago
Acquisition Senior Tax Pro
FLORISSANT, MO, US
Full-time
Onsite
Mid, Senior Level
1+ years expH&R Block is a leader in tax preparation and financial services, and they are seeking an Acquisition Senior Tax Pro to provide outstanding client experiences. The role involves preparing complex tax returns, providing tax planning advice, and promoting H&R Block's financial products to help clients achieve their financial objectives.
ConsultingRetailService IndustryTax Preparation
Responsibilities
Prepare highly complex tax returns and contact client to gather all necessary information in order to complete an accurate tax return
Perform bookkeeping work on behalf of clients as needed
Conduct tax interviews and research tax questions for the purpose of preparing complete and accurate tax returns
Introduce and offer to clients other H&R Block financial products and services with the goal of helping clients achieve their financial objectives
Collect necessary fees and submit fees and related documentation in accordance with the District General Manager instructions
Provide necessary tax information to clients as it relates to tax preparation and resolve client concerns in accordance with the District General Manager instructions
Finalize all highly complex tax returns so client can either request electronic filing or make arrangements to pick up completed return at the tax office
Take initiative to seek new highly complex clients by asking current clients for referrals and actively develop and execute client acquisition plans
May perform duties of other office support positions
Assist clients through IRS audits to prepare them for representation
Qualification
Required
Bachelor's degree in a related field or the equivalent through a combination of education and related work experience
Associate must participate in the 15-hour continuing education requirement in order to be considered for rehire
1 year minimum related work experience
Travel may be required to attend company-sponsored meetings and training
Benefits
Competitive compensation and benefits to support your health and well-being
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
2026-01-23
2026-01-17
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