Senior Tax Associate

H&R Block•Oklahoma City, OK

11d•Onsite

About The Position

As a seasonal Sr Tax Associate at H&R Block, you’ll build on your first year of tax experience by preparing more complex returns, strengthening client relationships, and growing your expertise. You’ll receive ongoing training, teammate support, and competitive hourly pay and incentive plan. This role is in-person at a local H&R Block tax office.

Requirements

Successful completion of the H&R Block Income Tax Course or Tax Knowledge Assessment
1 year of experience as an H&R Block Tax Associate, including preparing individual tax returns
Must complete continuing education and meet all IRS and applicable state requirements
Strong communication skills, including explaining tax information clearly and asking questions to understand client needs
Problem-solving skills, including organizing information and identifying solutions
Comfort using digital tools and systems, including AI-based tools like Copilot and ChatGPT
High school diploma / GED / equivalent

Nice To Haves

Bachelor's degree in accounting, finance, or a related field
Experience in a client-facing or consultative role, such as financial advising, insurance, retail sales, or professional services
Experience asking questions and recommending solutions based on client needs
Ability to work 15–35 hours per week, with availability up to 40 hours during peak periods
Availability to work evenings and weekends during tax season

Responsibilities

Meet with returning and new clients to gather information, understand their tax situation, and prepare complete, accurate returns
Apply the tax knowledge and client service skills you built in your first season to handle a broader range of client needs with greater independence
Explain tax information clearly, answer client questions, and provide recommendations in a way clients can easily understand
Identify tax savings opportunities and recommend relevant H&R Block products and services
Use problem-solving skills to analyze client information and address unique situations, leveraging available resources and guidance when needed
Build lasting client relationships and contribute to office priorities through teamwork, collaboration, and a client-first approach