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About the Role

As a seasonal Sr Tax Associate at H&R Block, you’ll build on your first year of tax experience by preparing more complex returns, strengthening client relationships, and growing your expertise. This role is in-person at a local H&R Block tax office.

Responsibilities

• Meet with returning and new clients to gather information, understand their tax situation, and prepare complete, accurate returns
• Apply tax knowledge and client service skills to handle a broader range of client needs with greater independence
• Explain tax information clearly, answer client questions, and provide recommendations
• Identify tax savings opportunities and recommend relevant H&R Block products and services
• Use problem-solving skills to analyze client information and address unique situations
• Build lasting client relationships and contribute to office priorities through teamwork and collaboration

Requirements

• Successful completion of the H&R Block Income Tax Course or Tax Knowledge Assessment
• 1 year of experience as an H&R Block Tax Associate, including preparing individual tax returns
• Must complete continuing education and meet all IRS and applicable state requirements
• High school diploma / GED / equivalent

Skills

• Strong communication skills, including explaining tax information clearly and asking questions to understand client needs
• Problem-solving skills, including organizing information and identifying solutions
• Comfort using digital tools and systems, including AI-based tools like Copilot and ChatGPT

Location

• In-person at a local H&R Block tax office

Work Type

• Seasonal
• Full-time
• Part-time

Experience Level

• 1 year of tax experience

Education Level

• High school diploma / GED / equivalent

Salary/Compensations

• Competitive hourly pay and incentive plan

Benefits

• Ongoing training
• Teammate support

About the Company

• At H&R Block, our purpose is to provide help and inspire confidence in our clients and communities everywhere.
• For over 70 years, H&R Block has led the tax industry and continues to evolve through its Block Next strategy, blending human expertise with digital innovation.
• H&R Block fosters a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact.