Tax Associate
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At a glance
Job overview
H&R Block is hiring a Tax Associate. The seasonal Tax Associate role at H&R Block provides on‑site, client‑facing tax preparation work with training and support, allowing individuals with no prior tax experience to gather information, prepare returns, and build strong client relationships while earning a competitive hourly rate.
Key focus areas include Meet with clients to gather information and understand their tax situation, Prepare complete and accurate tax returns with training and support from experienced teammates, and Explain tax information clearly and provide recommendations in an understandable way.
Important skills include Copilot, ChatGPT, Communication, Problem Solving, and Client Relationship Building.
Skills & qualifications
Skills
Qualifications
Full job description
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.
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Meet with clients to gather information and understand their tax situation
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Prepare complete and accurate tax returns with training and support from experienced teammates
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Explain tax information clearly and provide recommendations in a way clients can easily understand
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Identify tax savings opportunities and recommend relevant products and services
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Apply problem-solving skills to analyze client information and address questions or unique situations with guidance and available resources
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Build strong client relationships and support office priorities through teamwork, collaboration, and a client-first approach
Required Qualifications
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Successful completion of the H&R Block Income Tax Course 1
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Experience interacting with customers or clients in a service-oriented environment
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Strong communication skills, including explaining information clearly and asking questions to un derstand needs
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Problem-solving skills, including organizing information and identifying solutions
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Comfort using digital tools and systems included AI based tools like Copilot and ChatGPT
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High school diploma / GED/ equivalent
Preferred Qualifications
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Bachelor’s degree in accounting, finance, or a related field
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Experience in a client-facing or consultative role, such as financial advising, insurance, retail sales, or professional services
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Experience asking questions and recommending solutions based on customer needs
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Ability to work 15–35 hours per week, with availability up to 40 hours during peak periods
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Availability to work evenings and weekends during tax season
Why work for us
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.
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.
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