Tax Associate

H&R Block • Woodbury, MN

392d

About The Position

The Tax Associate position at H&R Block involves providing tax preparation services to clients, including conducting interviews and preparing accurate tax returns. The role emphasizes teamwork, client retention, and the opportunity for professional growth within a supportive environment. Associates will receive training and have the potential to earn incentive pay during the tax season.

Requirements

• High school diploma or equivalent
• Successful completion of the H&R Block Tax Knowledge Assessment or Income Tax Course 1
• 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

Nice To Haves

• Bachelor's degree in accounting or 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

Responsibilities

• Conduct tax interviews with clients face to face and through virtual tools - video, phone, chat, email
• Prepare complete and accurate tax returns
• Generate business growth and increase client retention
• Offer additional products and services to clients
• Provide clients with IRS support
• Support office priorities through teamwork and collaboration
• Grow tax expertise through training and experience

Benefits

• Employee Assistance Program with Health Advocate
• Wellbeing program, BetterYou, to help build healthy habits
• Neurodiversity and caregiver support available
• Various discounts on everyday items and services
• Medical Coverage
• 401k Retirement Savings Plan
• Employee Stock Purchase Plan

What This Job Offers

• Job Type: Part-time
• Career Level: Entry Level
• Industry: Professional, Scientific, and Technical Services
• Education Level: High school or GED