Tax Associate

4 days ago


Lakewood, Ohio, United States H&R Block Full time
Job Description:

H&R Block is a company that values people helping people. Our purpose is to provide assistance and inspire confidence in our clients, associates, and communities. We strive to create a connected culture where everyone feels valued and included.

Key Responsibilities:
  • Conduct tax interviews with clients using various communication channels.
  • Prepare accurate and complete tax returns.
  • Generate business growth, increase client retention, and offer additional products and services.
  • Provide IRS support to clients.
  • Support office priorities through teamwork and collaboration.
  • Develop tax expertise.
Requirements:
  • Successful completion of the H&R Block Tax Knowledge Assessment or Income Tax Course.
  • Experience working in a fast-paced environment.
  • Comfort using virtual tools, including video, phone, and chat.
  • Effective communication skills in person, via phone, and in writing.
  • Meet all IRS and applicable state requirements.
  • High school diploma or equivalent.
Benefits:
  • Employee Assistance Program with Health Advocate.
  • Wellbeing program, BetterYou, to promote healthy habits.
  • Neurodiversity and caregiver support.
  • Various discounts on everyday items and services.
  • Benefits with additional eligibility requirements: Medical Coverage, 401k Retirement Savings Plan, and Employee Stock Purchase Plan.
About H&R Block:

H&R Block is an equal opportunity employer. We celebrate diversity and welcome individuals from all backgrounds. We strive to create an inclusive environment where everyone feels valued and supported.



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