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Tax Professional I
- H&R Block (Folsom, CA)
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Our Company
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 high performing, connected culture, where everyone feels like they belong.
We strive to continuously improve our business and have committed to a long-term strategy and transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we work, how we serve, and how we lead in our industry.
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...
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 Tax Professional means you’ll leverage your desire to deliver an exceptional client experience by serving clients with diverse tax needs with the support of an expert team. You will guide clients through their tax journey with empathy, professionalism, and integrity, in turn creating a seamless and reassuring experience that leaves clients feeling confident, informed, and cared for.
It would be even better if you also had...
+ 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 with tax planning and audit support
+ Enrolled Agent or Circular 230 certified
+ Collaboration tools such as Teams, customer relationship management tools
What you'll bring to the team...
+ Take a consultative approach by understanding clients' financial goals, identifying potential tax savings, planning for the future, and informing clients about available H&R Block products and services that may assist with their financial objectives
+ Establish rapport and trust with clients by consistently exhibiting empathy, active listening, and a sincere commitment to their financial well-being 11.
+ Conduct tax interviews with clients face to face and through virtual tools – video, phone, chat, email
+ Review and complete accurate tax returns for individuals and small businesses in compliance with IRS regulations and H&R Block standards 12.
+ Provide clients with IRS support
+ All certification levels can provide tax notice services 7.
+ Circular 230 associates can provide audit representation 8.
+ Offer ethical, credible advice regardless of client suggestions
+ Handle sensitive information with confidentiality and integrity
+ Keep up to date with tax laws, tools, and technology for accurate service. Pursue ongoing training to improve tax expertise, customer service, and tech skills
+ Use H&R Block’s digital tools and platforms confidently to streamline the tax preparation process and enhance client experience
+ Foster a positive team environment by sharing knowledge, supporting peers, and collaborating with staff to continuously enhance client experience and achieve office goals
Your Expertise
+ A heart for service and a desire to deliver an amazing client experience.
+ Exceptional interpersonal communication skills with the ability to explain complex tax topics in simple, client-friendly language, assess individual needs through consultative dialogue, and build trusted relationships
+ Successful completion of the H&R Block Tax Knowledge Assessment
+ Experience in accounting, finance, bookkeeping or tax
+ Comfort working with virtual tools –and comfort with technology, including video, phone and chat
+ Strong understanding of individual tax return preparation and relevant IRS regulations
+ Ability to work flexible hours, including evenings and weekends during tax season
+ Demonstrated critical thinking skills
+ Strong attention to detail and organizational skills
+ Must meet IRS and applicable state requirements
+ High school diploma / equivalent or higher
Why work for us
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, wellbeing and financial wellness needs.
+ 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.
+ Check out all available benefits at www.blockbenefits.com (https://hrblock.icims.com/proxy/classic-data/classic-data-spa/export/profile/www.blockbenefits.com) .
The Community You Will Join:
At H&R Block we remain committed to building a Connected Culture — one in which trust, care, and connections are how we work together as we continue to create an environment where everyone feels safe to bring their authentic self to work every day and feels like they belong as part of a larger team.
You will be immersed in an exceptional work environment that is recognized throughout the world on Best Companies lists! You will also be surrounded by colleagues who are committed to helping each other grow and support each other.
H&R Block is an equal opportunity employer. We welcome and celebrate diversity in the workplace regardless of gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, or veteran status.
If you’re looking to make an impact, H&R Block is the place for you.
*Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment.
Pay Range Information
The pay range for this position is listed below. Local minimum wage laws apply. This information is posted pursuant to local requirements to provide applicants with information about what they might be eligible to receive. Individual pay decisions will depend on job-related factors such as experience, education, skill, performance, and geographic location where work will be performed. Successful candidates may be able to participate in one or more incentive compensation or short-term incentive plans, which could generate additional earnings in accordance with the terms of each plan. Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage; can participate in the H&R Block Retirement Savings Plan (401(k) Plan), the Employee Assistance Program, (virtual) fitness center programs, and the associate discount program; are automatically enrolled in Business Travel Accident Insurance; and receive Associate Tax Prep benefit.
Pay Range
$11.00 - $80.00/Hr.
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