Tax Associate

2 weeks ago


North Andover, Massachusetts, United States H&R Block Full time
About H&R Block

H&R Block is a leading provider of tax preparation and financial services. We believe in the power of people helping people and strive to provide exceptional service to our clients and communities.

Job Summary

We are seeking a highly motivated and detail-oriented Tax Associate to join our team. As a Tax Associate, you will be responsible for conducting tax interviews with clients, preparing complete and accurate tax returns, and generating business growth.

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, 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

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