Successful completion of the H&R Block Tax Knowledge Assessment1
Experience in accounting, finance, bookkeeping or tax
Experience completing individual returns
Experience working in a fast-paced environment
Comfort working with virtual tools โ video, phone and chat
Ability to effectively communicate in person, via phone and in writing
Must complete continuing education requirement and meet all other IRS and applicable state requirements
High school diploma / equivalent or higher
Bachelorโs 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 conducting virtual tax interviews
Experience with tax planning and audit support
Sales and/or marketing experience