Tax Associate

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This description has been refined for clarity and formatting while preserving the original role information.

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 and have committed to a long-term strategy and transformation plan known as Block Next, focusing on innovation, client experience, and sustainable growth.

At H&R Block, we're curious, creative, and always on the move. If you embrace challenges as opportunities and seek to make a meaningful difference where you live, work, and play, our door is always open.

Joining H&R Block as a Tax Associate means you will have the support of an expert team dedicated to providing you with the tax training you need to be successful. You will also have the freedom, flexibility, and additional earnings you will need to embrace what makes your life uniquely yours.

• 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
• 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

We believe in investing in people by committing to their total well-being. Our benefits can help associates plan for their health, wellbeing and financial wellness needs.

• Employee Assistance Program with Health Advocate
• Wellbeing program, Better You, to help you build healthy habits
• Neurodiversity and caregiver support available
• Discounts on everyday items and services
• Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan (where eligible)

We remain committed to building a Connected Culture — trust, care, and connections as we work together to create an environment where everyone feels safe to bring their authentic self to work and belongs to a larger team. You will be immersed in an exceptional work environment recognized on Best Companies lists, surrounded by colleagues committed to helping each other grow and support one another.

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

If you’re looking to make an impact, H&R Block is the place for you.

1 - Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment.

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This description is a refined, job-focused version of the original content and retains the essential requirements and benefits information.