Tax Associate

3 weeks ago


Hermitage TN, United States H&R Block Full time

Job Overview:

We are seeking a highly 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 accurate tax returns, and providing exceptional customer service.

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, including 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 or equivalent

What We Offer:

  • A supportive and collaborative work environment
  • Opportunities for growth and development
  • A competitive compensation package
  • Benefits, including medical coverage, 401(k) retirement savings plan, and employee stock purchase plan

About H&R Block:

H&R Block is a leading provider of tax preparation and financial services. We are committed to helping our clients achieve their financial goals and providing exceptional customer service.

Why Work for H&R Block:

We believe in the power of people helping people. Our defining purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We strive to continuously improve our business and have committed to a long-term strategy and transformation plan known as Block Horizons 2025.


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