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Senior Tax Specialist

Senior Tax Specialist

H&R BlockRiverdale, IL, United States
7 hours ago
Job type
  • Full-time
Job description

Our Company :

At H&R Block, we value the impact of individuals supporting one another. Our mission is to provide assistance and instill confidence in our clients, associates, and communities everywhere. We foster a high-performing, inclusive culture where everyone feels a sense of belonging.

We are dedicated to ongoing improvement and have embarked on a transformative multi-year strategy known as Block Next. This plan emphasizes innovation, enhancing client experiences, and sustainable growth, fundamentally restructuring how we operate, serve our customers, and lead within our industry.

At H&R Block, we are curious and creative, constantly evolving. If you see challenges as opportunities and aspire to make a meaningful impact in your community, we encourage you to explore this opportunity.

A Typical Day :

As a Senior Tax Specialist, you will inspire clients to make informed, confident decisions regarding their finances and life choices. You will develop strong client relationships that evolve over the years.

By joining H&R Block as an experienced tax professional, you will assist clients with a variety of tax needs while supported by a team of experts. We are committed to providing you with advanced tax training necessary for your success.

What You'll Bring to the Team :

  • Conduct tax interviews with clients through face-to-face meetings and virtual platforms (video, phone, chat, email).
  • Prepare complete and accurate tax returns.
  • Drive business growth, enhance client retention, and propose additional products and services.
  • Assist clients with IRS inquiries.
  • All certification levels can provide tax notice services.
  • Circular 230 associates can offer audit representation.
  • Mentor and support fellow team members.
  • Successfully complete the H&R Block Tax Knowledge Assessment.
  • Experience in accounting, finance, bookkeeping, or tax preparation.
  • Expertise in individual tax returns.
  • Ability to thrive in a fast-paced work environment.
  • Comfort using virtual tools (video, phone, chat).
  • Effective communication skills in person, over the phone, and in writing.
  • Compliance with IRS and applicable state requirements.
  • A high school diploma or equivalent educational level.

It Would Be Even Better If You Had :

  • A bachelor’s degree in accounting or a related field.
  • CPA or Enrolled Agent certification.
  • Experience with complex tax returns (individual, trust, partnership).
  • Over 5 years of professional experience in accounting, finance, bookkeeping, or tax.
  • Experience conducting virtual tax interviews.
  • Background in tax planning and audit support.
  • Sales and / or marketing experience.
  • Why Work for Us :

    At H&R Block, investing in our people is a priority. We provide a comprehensive benefits package tailored to meet our associates' unique health, well-being, and financial wellness needs.

  • Employee Assistance Program with Health Advocate support.
  • Wellbeing program , BetterYou, designed to foster healthy habits.
  • Support for neurodiversity and caregivers for you and your family.
  • Various discounts on everyday items and services.
  • Medical Coverage, 401k Retirement Savings Plan , and Employee Stock Purchase Plan, subject to eligibility requirements.
  • The Community You Will Join :

    H&R Block is committed to nurturing a Connected Culture built on trust, care, and collaboration, creating an environment where every individual feels safe to be their authentic self and part of a larger team.

    You will thrive in a renowned workplace celebrated globally on Best Companies lists, surrounded by colleagues dedicated to each other's growth and support.

    H&R Block is an equal opportunity employer. We celebrate diversity in the workplace, regardless of gender, race, ethnicity, age, disability, religion, sexual orientation, gender identity, or veteran status.

    If you are eager to make a significant impact, H&R Block is the right place for you!

  • Enrollment or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment does not guarantee employment.
  • Pay Range Information : The pay range for this position is listed below. Local minimum wage laws apply. This information is posted to inform applicants about potential earnings. Individual pay decisions will be based on job-related factors such as experience, education, skills, performance, and geographic location. Successful candidates may participate in incentive compensation plans that could contribute to additional earnings. Eligible associates can enroll in medical and prescription coverage, contribute to the H&R Block Retirement Savings Plan (401(k)), access the Employee Assistance Program, and other benefits. Pay Range : $11.00 - $80.00 / Hr.

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