Tax Expert

5 days ago


Battle Creek, Michigan, United States H&R Block Full time
Tax Associate Job Description

We are seeking a highly motivated and skilled Tax Associate to join our team at H&R Block. As a Tax Associate, you will be responsible for providing exceptional customer service and ensuring that clients receive accurate and timely tax preparation services.

Job Summary

The Tax Associate role involves working with clients to gather necessary information, prepare and review tax returns, and provide guidance on tax-related matters. You will also have the opportunity to work with our expert team to develop your skills and knowledge in tax preparation and compliance.

Key Responsibilities
  • Provide exceptional customer service to clients, answering questions and addressing concerns in a professional and courteous manner
  • Prepare and review tax returns, ensuring accuracy and completeness
  • Gather necessary information from clients, including financial documents and identification
  • Stay up-to-date on changes in tax laws and regulations, applying this knowledge to ensure compliance
  • Collaborate with colleagues to share best practices and improve processes
Requirements

To be successful as a Tax Associate, you will need:

  • Bachelor's degree in accounting or a related field
  • Previous experience in a customer service or retail environment
  • Ability to work a minimum of 25-35 hours weekly throughout tax season and up to 40 hours during peak weeks
  • Excellent communication and problem-solving skills
  • Strong attention to detail and ability to maintain confidentiality
Benefits

H&R Block offers a comprehensive benefits package, including:

  • 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
  • Medical Coverage, 401k Retirement Savings Plan, and Employee Stock Purchase Plan (with additional eligibility requirements)

Estimated Salary: $45,000 - $60,000 per year, depending on location and experience.


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