Tax Associate

Tax Associate at H&R Block, Charlotte, NC

Join H&R Block as a Tax Associate to provide tax training and support clients.

• 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.
• Must meet all other IRS and applicable state requirements.
• High school diploma / equivalent or higher.
• 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.

• Employee Assistance Program with Health Advocate.
• Wellbeing program, Better You, 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.
• to checkout all available benefits.

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.