Tax Associate

Overview

Join to apply for the Tax Associate role at H&R Block
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Our Company:
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 strive to maintain a high-performing, connected culture where everyone belongs. We are pursuing Block Next, a multi-year roadmap focused on innovation, client experience, and sustainable growth.

Joining H&R Block as a Tax Associate means you will have the support of an expert team and the tax training needed to be successful, with the flexibility and earnings you need to make your life uniquely yours.

• Conduct tax interviews with clients face to face and through virtual tools — video, phone, chat, or 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 (preferred)
• 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 or equivalent or higher

We invest in our 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 to help you build healthy habits
• Neurodiversity and caregiver support available
• Discounts on everyday items and services
• Benefits with eligibility:
  Medical, 401k, Employee Stock Purchase Plan

We are committed to a Connected Culture where trust, care, and connections help us grow together. You will be part of a collaborative environment where everyone can bring their authentic self to work and belong to a larger team. H&R Block is an equal opportunity employer, celebrating diversity in the workplace regardless of gender, race, color, ethnicity, national origin, age, disability, religion, sexual orientation, gender identity or expression, or veteran status.

Note: 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.

Sponsored Job

Location:

Menomonee Falls, WI;
Brookfield, WI;
Milwaukee, WI

This posting includes multiple roles and locations; salary ranges vary by role and location.