Tax Associate

4 weeks ago


La Verne, California, United States H&R Block Full time

About the Role:

We are seeking a skilled Tax Associate to join our team at H&R Block. As a Tax Associate, you will be responsible for conducting tax interviews with clients, preparing complete and accurate tax returns, and generating business growth through the sale of additional products and services.

Key Responsibilities:

  • Conduct tax interviews with clients face to face and through virtual tools
  • 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

Requirements:

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

About H&R Block:

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.

We believe in the power of people helping people and are committed to providing help and inspiring confidence in our clients, associates, and communities everywhere.


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