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As a Tax Associate with H&R Block, you will be the face of the company, helping clients achieve their financial goals by preparing accurate tax returns and providing exceptional customer service. This role is ideal for individuals who enjoy working with people, solving problems, and building relationships, while gaining valuable tax knowledge and professional development opportunities.


 


 


 


 

Key Responsibilities


 


 

  • Conduct tax interviews with clients to gather personal and financial information.
  • Prepare accurate and complete federal, state, and local tax returns.
  • Review financial records such as income statements and documentation of expenditures.
  • Deliver outstanding client experiences by answering questions, addressing concerns, and explaining complex tax concepts in simple terms.
  • Assist clients with IRS correspondence and notices when needed.
  • Stay up to date on the latest tax laws, regulations, and company policies.
  • Promote and support H&R Block products and services, including Refund Advance, Emerald Card, and Peace of Mind®.
  • Participate in training, certification, and professional development courses as required.
  • Work collaboratively with team members to meet office and district goals.


 


 


 


 


 

Qualifications


 


 

  • High school diploma or equivalent (required); additional education in accounting, finance, or related field (preferred).
  • Successful completion of H&R Block Income Tax Course (or equivalent tax training/experience).
  • Previous experience in customer service, retail, or sales strongly preferred.
  • Basic understanding of math, accounting principles, and computer literacy.
  • Strong interpersonal skills with a focus on client satisfaction.
  • Ability to work flexible hours, including evenings and weekends during peak tax season.


 


 


 


 


 

Core Competencies


 


 

  • Customer Service Excellence
  • Attention to Detail
  • Problem Solving
  • Communication Skills
  • Team Collaboration
  • Adaptability During Peak Workload


 


 


 


 


 

Benefits & Perks


 


 

  • Competitive pay with performance incentives.
  • Paid training and certification opportunities.
  • Flexible scheduling options.
  • Opportunities for advancement into leadership roles (Office Leader, Tax Specialist, Enrolled Agent).
  • Employee discount programs and access to H&R Block financial products.