Tax Associate

4 weeks ago


Lakeland, Florida, United States H&R Block Full time

About the Role:

We are seeking a 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 Us:

We offer a range of benefits to our employees, including competitive pay, comprehensive training, and opportunities for advancement. We are an equal opportunity employer and welcome applications from diverse candidates.


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