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About the Role
As a Sr Tax Associate at H&R Block, you'll build on your first year of tax experience to advise clients with greater independence and growing your expertise. You’ll receive ongoing training, support, and a competitive hourly pay and incentive plan. 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.
- Apply the knowledge you built in your first season to handle a broader range of client situations with greater independence.
- Translate complexity into clarity — explain tax information and recommendations in a way clients can easily understand.
- Identify tax savings opportunities and recommend relevant H&R Block products and services based on client needs.
- Begin providing forward-looking guidance — help clients think beyond this year's return and identify ways to improve their financial picture.
- Own the accuracy of every return you touch, following IRS regulations and H&R Block standards, and escalate complex notices or audit inquiries as appropriate.
- Build lasting 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 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.
- 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.
- High school diploma / GED / equivalent.
Skills
- Communication skills
- Problem-solving skills
- Digital tools and systems
- AI-based tools like Copilot and ChatGPT
Location
- In-person
Work Type
- Full-time
- Part-time
Experience Level
- 1 year of experience
Education Level
- High school diploma / GED / equivalent
- Bachelor's degree in accounting, finance, or a related field
Benefits
- Competitive hourly pay
- Incentive plan
- 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.
- We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work.