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Tax Associate

1 month ago

Bowling Green, Kentucky, United States H&R Block Full time

About the Role:

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 complete and accurate tax returns, and generating business growth.

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

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 them with the best possible service.

Why Work for H&R Block:

We offer a dynamic and supportive work environment, competitive compensation and benefits, and opportunities for career growth and development.