Tax Associate

3 weeks ago

Philippi, West Virginia, United States H&R Block Full time
About the Role

At H&R Block, we're looking for a skilled Tax Associate to join our team. As a Tax Associate, you'll play a crucial role in providing exceptional tax services to our clients. Your primary responsibility will be to conduct tax interviews with clients, prepare accurate tax returns, and generate 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

What We Offer

At H&R Block, we believe in investing in our people. Our benefit offerings can help associates plan for their unique health, wellbeing, and financial wellness needs. Some of the benefits we offer include an Employee Assistance Program with Health Advocate, a Wellbeing program to help you build healthy habits, Neurodiversity and caregiver support, and various discounts on everyday items and services. We also offer benefits with additional eligibility requirements, such as Medical Coverage, 401k Retirement Savings Plan, and Employee Stock Purchase Plan.

About Us

At H&R Block, we're committed to building a Connected Culture - one in which trust, care, and connections are how we work together. We value diversity and inclusion and strive 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. We're an equal opportunity employer and 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.

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