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About the Role
As a Tax Associate at H&R Block, you'll begin a career in tax and client service through a hands-on, apprenticeship-style experience. You’ll build your skills with training, guidance, and coaching as you grow. With support from advanced technology and a Client Care Specialist, you’ll focus on reviewing each client’s tax situation, offering clear advice, and building trust. This role is in-person and not remote.
Responsibilities
- Partner with a dedicated Client Care Specialist who gathers client information, allowing you to focus on reviewing each client's tax situation and delivering a great experience
- Leverage H&R Block's advanced technology to prepare returns while you focus on reviewing results, ensuring accuracy, and providing personalized advice
- Use open-ended questions and active listening to understand client needs and identify tax savings opportunities
- Recommend relevant products and services based on client needs, questions, and unique situations
- Apply problem-solving skills to analyze client information and address questions with guidance and resources
- Continue building tax knowledge through ongoing training to grow your confidence and ability to serve clients effectively
- Build strong client relationships and support office goals through teamwork, collaboration, and a client-first approach
Requirements
- Successful completion of the H&R Block Income Tax Course
- Experience interacting with customers or clients in a service-oriented environment
- Strong communication skills, including explaining information clearly and asking questions to understand needs
- Problem-solving skills, including organizing information and identifying solutions
- Comfort using digital tools and systems as well as AI-based tools such as Copilot and ChatGPT
- High school diploma / GED / equivalent
Location
- In-person
Work Type
- Full-time
- Part-time
Education Level
- High school diploma / GED / equivalent
- Bachelor's degree in accounting, finance, or a related field
Benefits
- Competitive pay
- Comprehensive benefits
About the Company
- At H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere.
- For more than 70 years, we've led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation.
- That same commitment to care extends to our associates.
- When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact.
- We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work.