Tax Associate

About the role

As a seasonal Tax Associate at H&R Block, you’ll begin a career in tax and client services—no prior tax experience required. With training and support from day one, you’ll work directly with clients to gather information, prepare tax returns, and answer questions while building valuable skills and strong client relationships. You’ll earn a competitive hourly rate, with opportunities to increase your earnings as you build tax knowledge and grow in the role. This role is in-person at a local H&R Block tax office.

Responsibilities

• Meet with clients to gather information and understand their tax situation
• Prepare complete and accurate tax returns with training and support from experienced teammates
• Explain tax information clearly and provide recommendations in a way clients can easily understand
• Identify tax savings opportunities and recommend relevant products and services
• Apply problem-solving skills to analyze client information and address questions or unique situations with guidance and available resources
• Build strong client relationships and support office priorities through teamwork, collaboration, and a client-first approach

Requirements

Required Qualifications

• Successful completion of the H&R Block Income Tax Course1
• 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 including AI-based tools like Copilot and ChatGPT
• High school diploma / GED / equivalent

Preferred Qualifications

• Bachelor’s degree in accounting, finance, or a related field
• Experience in a client-facing or consultative role, such as financial advising, insurance, retail sales, or professional services
• Experience asking questions and recommending solutions based on customer needs
• Ability to work 15–35 hours per week, with availability up to 40 hours during peak periods
• Availability to work evenings and weekends during tax season

1 Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment.

Benefits

• Medical and prescription drug coverage for associates and eligible dependents
• H&R Block Retirement Savings Plan (401(k) Plan)
• Employee Assistance Program
• (Virtual) fitness center programs
• Associate discount program
• Business Travel Accident Insurance (automatic enrollment)
• Associate Tax Prep benefit
• Opportunity to participate in one or more incentive compensation or short-term incentive plans

Pay

The pay range for this position is $14.45 - $18.00 per hour. Local minimum wage laws apply. Individual pay decisions will depend on job-related factors such as experience, education, skill, performance, and geographic location where work will be performed.