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Tax Associate

Job in Scotts Valley, Santa Cruz County, California, 95066, USA
Listing for: H&R Block
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Tax Accountant
Salary/Wage Range or Industry Benchmark: 100000 - 125000 USD Yearly USD 100000.00 125000.00 YEAR
Job Description & How to Apply Below

Company Overview

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

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

Typical Day

As a Tax Associate you will have the support of an expert team dedicated to providing the tax training you need to be successful. You will also have the freedom and flexibility to earn additional income and pursue what makes your life uniquely yours.

Responsibilities
  • 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.
Desired Qualifications
  • 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 during tax season and up to 40 hours during peak weeks.
What You’ll Bring
  • 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, chat.
  • Strong communication skills in person, via phone, and in writing.
  • Must meet all other IRS and applicable state requirements.
  • High school diploma/equivalent or higher.
Benefits
  • Employee Assistance Program with Health Advocate.
  • Well‑being program, Better You, to help you build healthy habits.
  • Neurodiversity and caregiver support available.
  • Various discounts on everyday items and services.
  • Medical coverage, 401(k) retirement savings plan, and Employee Stock Purchase Plan (additional eligibility required).
  • Access to virtual fitness center programs and associate discount program.
Community and Culture

H&R Block is committed to building a connected culture where trust, care, and collaboration thrive. You will work with colleagues who help each other grow, support each other, and create a safe environment where you can bring your authentic self to work every day.

Equal Opportunity Statement

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

Pay Range

Hourly pay: $11.00 – $27.00. The pay range is listed below and is subject to local minimum wage laws. Successful candidates may be able to participate in incentive and short‑term incentive plans, which could generate additional earnings. Individual pay decisions will depend on experience, education, skill, performance, and geographic location.

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Position Requirements
10+ Years work experience
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