Innovations Tax Professional - Seasonal

This associate delivers high-quality client service by preparing and completing tax returns through a virtual platform, analyzing client tax information, and communicating with clients through secure messaging, phone, and video interactions. They demonstrate strong tax expertise by researching and resolving complex federal and state tax issues, ensuring accurate and complete returns while providing timely, professional support throughout the client experience. In addition to client-facing responsibilities, they contribute to the company's test-and-learn environment by supporting innovation initiatives, participating in pilot programs, providing feedback on new processes and tools, and helping evaluate opportunities to enhance the client and tax professional experience.

• High school diploma or equivalent

• Internet speed of at least 15 Mbps
• Three years of prior progressive tax preparation experience
• Knowledge of tax law is sufficient to understand and explain most elements of personal taxation
• Ability to interpret, analyze, and correctly formulate solutions to both routine as well as complex tax situations
• Internal candidates- min cert level 4. External candidates must pass the Tax Knowledge Assessment before hire and certification exams up to level 4 within 30 days.
• Excellent verbal and written communication skills
• Flexibility and the desire to be involved with new software or test programs
• Able to stay on task while working virtually

• Enrolled Agent, Attorney, or CPA
• Knowledge of complex tax situations (foreign, rentals, business)

Experience using AI tools

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.

This associate delivers high-quality client service by preparing and completing tax returns through a virtual platform, analyzing client tax information, and communicating with clients through secure messaging, phone, and video interactions. They demonstrate strong tax expertise by researching and resolving complex federal and state tax issues, ensuring accurate and complete returns while providing timely, professional support throughout the client experience. In addition to client-facing responsibilities, they contribute to the company's test-and-learn environment by supporting innovation initiatives, participating in pilot programs, providing feedback on new processes and tools, and helping evaluate opportunities to enhance the client and tax professional experience.

• Enrolled Agent, Attorney, or CPA
• Knowledge of complex tax situations (foreign, rentals, business)