What are the responsibilities and job description for the Tax Office Associate position at H&R Block?
This is a seasonal tax preparation position (Approx. January 2 - April 15). We offer flexible virtual training for new tax professionals!
At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a connected culture, valuing diversity and inclusion and making everyone feel like they belong.
We strive to continuously improve our business and have committed to a long-term strategy and transformation plan known as Block Horizons 2025. Our end goal is simple: bigger ambitions, faster transformation, and extraordinary results. It’s an exciting time to be a part of H&R Block!
At H&R Block, we're curious, creative, and always on the move. If you embrace challenges as opportunities and seek to make a meaningful difference where you live, work, and play, our door is always open.
A Typical Day….
As you inspire people to make confident, informed decisions about their lives, careers, and money, you’ll build client relationships that will grow stronger every year.
Joining H&R Block as an experienced, seasonal Tax Professional means you’ll serve clients with diverse tax needs with the support of an expert team, dedicated to providing you with advanced tax training you’ll need to be successful.
H&R Block is the industry’s largest consumer tax services provider¹ and we have been focused on client service for over 60 years. When you join our team, you’ll find that we’re here to live our purpose—to provide help and inspire confidence in our clients and communities everywhere.
What You’ll Bring to the Role
- Conduct tax interviews with clients face to face and through virtual tools – video, phone, chat, email
- Inspire confidence in our clients by preparing complete and accurate tax returns
- Generate business growth, increase client retention, and offer additional products and services
- Mentor and collaborate with teammates in a supportive environment
What we are looking for....
- Successful completion of the H&R Block Tax Knowledge Assessment or the Income Tax Course.
- Must complete 3 hours of continuing education requirement and meet all other IRS and applicable state requirements
- High school diploma or equivalent
- Comfort working with virtual tools – video, phone and chat
Perks of the job….
At H&R Block, we believe and invest in our people by committing to their total well-being. Our benefit offerings can help associates plan for their unique health, well-being, and financial wellness needs.
- 401k Retirement Savings Plan and Employee Stock Purchase Plan
- Tax prep benefit – allows eligible associates to receive the same tax preparation as our clients, all with no direct cost to you!
- Other perks like flexible/remote opportunities that meet your life, collaborative teams and much more!
The Community You Will Join:
At H&R Block we remain committed to building a Connected Culture — one in which trust, care, and connections are how we work together as we continue to create an environment where everyone feels safe to bring their authentic self to work every day and feels like they belong as part of a larger team.
You will be immersed in an exceptional work environment that is recognized throughout the world on Best Companies lists! You will also be surrounded by colleagues who are committed to helping each other grow and support each other.
H&R Block is an equal opportunity employer. We welcome and celebrate diversity in the workplace regardless of gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, or veteran status.
If you’re looking to make an impact, H&R Block is the place for you.
1Enrollment in or completion of the H&R Block Income Tax Course is neither an offer nor a guarantee of employment.
