Tax Associate

3 weeks ago


Fort Walton Beach, Florida, United States H&R Block Full time
About 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.

Our Culture

We're curious, creative, and always on the move. If you embrace challenges as opportunities and seek to make a meaningful difference where you live, work, and play, our door is always open. We believe and invest in our people by committing to their total well-being.

What You'll Do
  • Conduct tax interviews with clients face to face and through virtual tools video, phone, chat, email
  • 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
  • Grow your 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 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
Benefits
  • Employee Assistance Program with Health Advocate
  • Wellbeing program, BetterYou, to help you build healthy habits
  • Neurodiversity and caregiver support available to you and your family
  • Various discounts on everyday items and services
  • Benefits with additional eligibility requirements: Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan


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