Tax Associate

3 weeks ago

Oceanside, California, United States H&R Block Full time

Job Description:

At 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 also believe in a connected culture, valuing diversity and inclusion and making everyone feel like they belong.

We strive to continuously improve our business and have committed to a long-term strategy and transformation plan known as Block Horizons 2025. Our end goal is simple: bigger ambitions, faster transformation, and extraordinary results.

As a Tax Associate at H&R Block, you will be part of a team that is dedicated to providing exceptional tax services to our clients. You will work closely with our expert team to provide tax training and support to ensure your success.

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
  • 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
  • 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

Why Work for Us:

At H&R Block, we believe and invest in our people by committing to their total well-being. Our benefit offerings can help associates plan for their unique health, wellbeing and financial wellness needs.

  • 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

The Community You Will Join:

At H&R Block, we remain committed to building a Connected Culture one in which trust, care, and connections are how we work together as we continue to create an environment where everyone feels safe to bring their authentic self to work every day and feels like they belong as part of a larger team.

You will be immersed in an exceptional work environment that is recognized throughout the world on Best Companies lists. You will also be surrounded by colleagues who are committed to helping each other grow and support each other.

H&R Block is an equal opportunity employer. We welcome and celebrate diversity in the workplace regardless of gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, or veteran status.

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