Tax Associate - RA

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.

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

Required Qualifications

Successful completion of the H&R Block Income Tax Course 1

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

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 using client discovery skills to understand needs and recommend solutions

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

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.

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.

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

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 using client discovery skills to understand needs and recommend solutions

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