Tax Associate

About H&R Block

H&R Block empowers people to achieve financial confidence and supports clients, associates, and communities worldwide. Our purpose is to inspire confidence and be a trusted partner through client experience, innovation, and sustainable growth.

As a Tax Associate you will receive expert training and collaborate with a dynamic team to provide top‑quality tax services. You will manage client appointments, prepare accurate tax returns, and contribute to client retention and product growth.

• Conduct face‑to‑face tax interviews and use virtual tools (video, phone, chat, email).
• Prepare complete and accurate tax returns while maintaining high quality.
• Generate business growth, increase client retention, and offer additional products and services.
• Provide clients with IRS support and support office priorities through teamwork and collaboration.
• Grow your tax expertise through continuous learning and training.

• Bachelor’s degree in accounting or related field preferred.
• Previous experience in a customer service or retail environment.
• Experience working in a fast‑paced, supportive setting.
• Ability to work a minimum of 25-35 hours weekly throughout tax season and up to 40 hours during peak weeks.
• Successful completion of the H&R Block Tax Knowledge Assessment or Income Tax Course.
• Strong written and verbal communication skills in person, via phone, and in writing.
• Must meet all other IRS and applicable state requirements.
• High school diploma or equivalent or higher required.

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

H&R Block values diversity and inclusion. We welcome and celebrate all employees regardless of gender, race, ethnicity, age, disability, religion, sexual orientation, gender identity, or veteran status. Join a connected culture where you can bring your authentic self to work every day.

H&R Block is an equal opportunity employer. We welcome and celebrate diversity in the workplace and comply with all applicable federal, state, and local anti‑discrimination and affirmative action laws.