Tax Associate

Overview

Tax Associate at H&R Block

At H&R Block, we believe in the power of people helping people. Our defining purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a high‑performing, connected culture where everyone feels like they belong.

We strive to continuously improve our business through the Block Next transformation plan, focusing on innovation, client experience, and sustainable growth. If you embrace challenges as opportunities and want to make a meaningful difference where you live, work, and play, our door is always open.

• 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

• Bachelor’s degree in accounting or related field
• Previous experience in a customer service or retail environment
• Experience working in a fast‑paced, supportive environment
• 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
• Comfort using virtual tools – video, phone, chat
• Effective communication in person, via phone, and in writing
• Must meet all other IRS and applicable state requirements
• High school diploma / equivalent or higher

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

At H&R Block we remain committed to building a Connected Culture – one in which trust, care, and connections shape how we work together. You will be immersed in an exceptional work environment that is recognized worldwide on Best Companies lists. You will also be surrounded by colleagues who are committed to helping each other grow and support one another.

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