Block Advisors Tax Associate

Join to apply for the Block Advisors Tax Associate role at H&R Block.

Overview

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 improve our business with a long-term strategy and transformation plan known as Block Next, focusing on innovation, client experience, and sustainable growth. We are curious, creative, and always ready to embrace challenges as opportunities to make a meaningful difference where you live, work, and play.

• 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
• 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

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

We are committed to a Connected Culture where trust, care, and connections help us work together and create an environment where everyone feels safe to bring their authentic self to work and belongs to the team. You will be surrounded by colleagues who are committed to helping each other grow and succeed. H&R Block is an equal opportunity employer and we 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.

If you’re looking to make an impact, H&R Block is the place for you. Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is not a guarantee of employment.

Note:

This is a sponsored job posting with reference #45330.

Location notes:
Ocala, FL area (seasonal/contract roles may vary). This description reflects the responsibilities and qualifications for the Tax Associate role as described by H&R Block.