Tax Associate

In this Tax Associate role, you begin a hands-on career in tax and client service, guided by training and coaching. You work with advanced technology and a Client Care Specialist to review each client's tax situation and provide clear, trusted advice. The position emphasizes building client relationships, asking open questions, and identifying tax savings opportunities. This in-person role focuses on accuracy, personalized guidance, and collaborative support within a client-first team.

• competitive pay
• comprehensive benefits
• support for life both in and outside of work

• Review each client's tax situation and provide clear advice
• Partner with a Client Care Specialist to gather client information and ensure a great experience
• Use HR Block's technology to prepare returns and verify accuracy
• Ask open-ended questions and actively listen to understand client needs
• Recommend relevant products and services based on client needs
• Apply problem-solving skills with guidance and resources to address questions
• Engage in ongoing training to grow tax knowledge and confidence
• Build strong client relationships and contribute to office goals through teamwork and a client-first approach

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

• excellent communication
• active listening
• relationship-building
• teamwork
• digital tools and systems
• AI-based tools such as Copilot and ChatGPT