Tax Associate

4 weeks ago

Mission Viejo, California, United States H&R Block Full time

534727BR

Title:

Tax Associate

Our Company :

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...

Joining H&R Block as a new, seasonal Tax Associate means you'll have the support of our expert team, dedicated to providing the tax training necessary for your success. Additionally, if you meet certain criteria, you'll have the opportunity to earn incentive pay.

Job ID:

534727BR

City:

Mission Viejo

State:

California

It would be even better if you also had... :

  • Bachelor's degree in accounting or related field

  • Previous experience in a customer service or retail environment

  • Experience working in a fast-paced, supportive environment

  • Ability to work a minimum of 25-35 hours weekly throughout tax season and up to 40 hours during peak weeks

Why Work for Us

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, wellbeing and financial wellness needs.

  • Employee Assistance Program with Health Advocate.

  • Wellbeing program , BetterYou, to help you build healthy habits.

  • Neurodiversity and caregiver support available to you and your family.

  • Various discounts on everyday items and services.

  • Benefits with additional eligibility requirements : Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan.

  • Click here to check out all available benefits (https://www.blockbenefits.com) .

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.

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.

What you'll bring to the team... :

  • Conduct tax interviews with clients face to face and through virtual tools – video, phone, chat, email

  • Prepare complete and accurate tax returns

  • Generate business growth, increase client retention, and offer additional products and services

  • Provide clients with IRS support

  • Support office priorities through teamwork and collaboration

  • Grow your tax expertise

Your Expertise:

  • Successful completion of the H&R Block Tax Knowledge Assessment or Income Tax Course 1

  • Experience working in a fast-paced environment

  • Comfort working with virtual tools – video, phone and chat

  • Ability to effectively communicate in person, via phone and in writing

  • Must meet all other IRS and applicable state requirements

  • High school diploma / equivalent or higher

Posting Title:

Tax Associate

Sponsored Job:

#3317

Pay Range Minimum:

11

Pay Range Maximum:

27

Pay Range Information:

The pay range for this position is listed below. Local minimum wage laws apply. This information is posted pursuant to local requirements to provide applicants with information about what they might be eligible to receive. Individual pay decisions will depend on job-related factors such as experience, education, skill, performance, and geographic location where work will be performed.

Successful candidates may be able to participate in one or more incentive compensation or short-term incentive plans, which could generate additional earnings in accordance with the terms of each plan.

Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage; can participate in the H&R Block Retirement Savings Plan (401(k) Plan), the Employee Assistance Program, (virtual) fitness center programs, and the associate discount program; are automatically enrolled in Business Travel Accident Insurance; and receive Associate Tax Prep benefit.

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