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Senior Tax Specialist

Senior Tax Specialist

H&R BlockHanover, MA, United States
2 hours ago
Job type
  • Full-time
Job description

About Us :

At H&R Block, we are dedicated to empowering individuals through personalized help and guidance. Our mission is to inspire confidence in our clients, associates, and communities everywhere. We promote a high-performing, connected culture where every team member feels valued and included.

We are committed to continuous improvement and innovation through our long-term strategy known as Block Next. This transformative plan is focused on enhancing client experience and sustainable growth while redefining how we serve and lead in the tax industry.

We value enthusiasm and ambition! If you see challenges as opportunities to grow and wish to make a meaningful impact, we invite you to join our team.

Your Role :

As a Senior Tax Specialist at H&R Block, you will play a crucial role in helping clients navigate their tax obligations and empower them to make informed financial decisions. You will build lasting relationships with clients, ensuring their trust and satisfaction year after year.

Key Responsibilities :

  • Conduct engaging tax interviews with clients through various methods - in-person, via video calls, phone, chat, and email.
  • Prepare accurate and comprehensive tax returns tailored to diverse client needs.
  • Drive business growth by enhancing client retention and recommending additional products and services.
  • Support clients in dealing with any IRS inquiries or notices.
  • Provide mentorship and guidance to fellow teammates.
  • Successfully complete the H&R Block Tax Knowledge Assessment.
  • Bring practical experience and knowledge from accounting, finance, bookkeeping, or tax backgrounds.
  • Demonstrate expertise in completing individual tax returns efficiently.
  • Thrive in a fast-paced environment and adapt to digital communication tools.
  • Communicate effectively in-person, via phone, and in writing.
  • Meet IRS and relevant state requirements.
  • Hold a high school diploma or equivalent; higher education is preferred.

Preferred Qualifications :

  • A Bachelor's degree in accounting or a related field.
  • Certified Public Accountant (CPA) or Enrolled Agent designation.
  • Experience handling complex returns including individual, trust, and partnership tax filings.
  • At least 5 years in accounting, finance, bookkeeping, or tax.
  • Familiarity with conducting virtual tax interviews.
  • Background in tax planning and audit support.
  • Sales and marketing experience is a plus.
  • Why Choose H&R Block :

    At H&R Block, we are committed to the well-being of our associates. Our comprehensive benefits include :

  • Employee Assistance Program with tailored support.
  • Well-being initiatives to foster healthy habits.
  • Support for neurodiversity and caregivers for you and your family.
  • Discounts on everyday items and services.
  • Eligibility for benefits such as Medical Insurance, 401k Retirement Savings Plan, and Employee Stock Purchase Plan.
  • For a complete overview of benefits, please visit our benefits page directly.

    The Community You Will Join :

    H&R Block is committed to cultivating a Connected Culture based on trust, care, and collaboration. Join us in an exceptional work environment that has earned numerous accolades for being among the Best Companies globally. You will work alongside colleagues dedicated to mutual growth and support.

    We are an equal opportunity employer, celebrating diversity in our workplace. We welcome applications from all individuals regardless of their background.

    If you're ready to make a difference, H&R Block is waiting for you.

  • Completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is not a guarantee of employment.
  • Pay Range : The pay range for this position is $11.00 - $80.00 / hour, influenced by factors such as experience, education, performance, and job location. Successful candidates may have opportunities for incentive compensation.

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    Senior Tax • Hanover, MA, United States

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