Tax Associate

3 days ago


Lincolnwood, Illinois, United States H&R Block Full time
About the Role

We are seeking a highly skilled and motivated Tax Associate to join our team at H&R Block. As a Tax Associate, you will play a critical role in providing exceptional tax services to our clients, ensuring their tax needs are met with accuracy and efficiency.

Key Responsibilities
  • Conduct tax interviews with clients, utilizing virtual tools and face-to-face interactions to gather necessary information.
  • Prepare and review complete and accurate tax returns, ensuring compliance with IRS regulations.
  • Identify opportunities to generate business growth, increase client retention, and offer additional products and services.
  • Provide exceptional client support, addressing their tax-related inquiries and concerns.
  • Collaborate with colleagues to achieve office priorities and support the overall success of the team.
Requirements
  • Successful completion of the H&R Block Tax Knowledge Assessment or Income Tax Course.
  • Experience working in a fast-paced environment, with a focus on customer service and teamwork.
  • Comfort working with virtual tools, including video, phone, and chat platforms.
  • Excellent communication and interpersonal skills, with the ability to effectively interact with clients and colleagues.
  • High school diploma or equivalent, with a strong foundation in mathematics and accounting principles.
What We Offer

As a Tax Associate at H&R Block, you will enjoy a comprehensive benefits package, including medical coverage, 401(k) retirement savings plan, and employee stock purchase plan. You will also have access to our Employee Assistance Program, wellbeing program, and various discounts on everyday items and services.

We are committed to creating a connected culture, where every associate feels valued, respected, and empowered to succeed. If you are a motivated and detail-oriented individual with a passion for tax services, we encourage you to apply for this exciting opportunity.


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