Tax Associate

H&R Block is a company dedicated to providing help and inspiring confidence in their clients and communities. The Tax Associate role involves conducting tax interviews, preparing tax returns, and supporting clients with IRS matters while working collaboratively within a team.

Responsibilities

• Conduct tax interviews with clients face to face and through virtual tools – video, phone, chat, email
• Prepare complete and accurate tax returns
• Generate business growth, increase client retention, and offer additional products and services
• Provide clients with IRS support
• Support office priorities through teamwork and collaboration
• Grow your tax expertise

Skills

• Successful completion of the H&R Block Tax Knowledge Assessment or Income Tax Course
• Experience working in a fast-paced environment
• Comfort working with virtual tools – video, phone and chat
• Ability to effectively communicate in person, via phone and in writing
• Must meet all other IRS and applicable state requirements
• High school diploma / equivalent or higher
• Ability to work a minimum of 25-35 hours weekly throughout tax season and up to 40 hours during peak weeks
• Bachelor's degree in accounting or related field
• Previous experience in a customer service or retail environment

Benefits

• Employee Assistance Program with Health Advocate.
• Wellbeing program, BetterYou, to help you build healthy habits.
• Neurodiversity and caregiver support available to you and your family.
• Various discounts on everyday items and services.
• Medical Coverage
• 401k Retirement Savings Plan
• Employee Stock Purchase Plan

Company Overview

Company H1B Sponsorship