Tax Associate - RA

H&R Block•Pflugerville, TX

1d•Onsite

About The Position

As a Tax Associate at H&R Block, you’ll begin a career in tax and client service through a hands-on, apprenticeship-style experience. You’ll build your skills with training, guidance, and coaching as you grow. Supported by advanced technology and a Client Care Specialist who gathers client information, you’ll focus on reviewing each client’s tax situation, offering clear advice, and building trust. This is an in-person role and is not remote. You’ll use H&R Block’s technology to prepare returns, review results for accuracy, provide personalized advice, understand client needs, identify tax savings opportunities, and recommend relevant products and services. You’ll continue building tax knowledge through ongoing training and contribute to office goals through teamwork and a client-first approach.

Requirements

Successful completion of the H&R Block Income Tax Course.
Experience interacting with customers or clients in a service-oriented environment.
Strong communication skills, including explaining information clearly and asking questions to understand needs.
Problem-solving skills, including organizing information and identifying solutions.
Comfort using digital tools and systems, as well as AI-based tools such as Copilot and ChatGPT.
High school diploma, GED, or 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 using client discovery skills to understand needs and recommend solutions.
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

Review clients’ tax situations and tax return results, ensuring accuracy and providing personalized advice.
Work with a dedicated Client Care Specialist who gathers client information.
Use open-ended questions and active listening to understand client needs and identify tax savings opportunities.
Recommend relevant products and services based on client needs, questions, and individual circumstances.
Analyze client information and address questions using problem-solving skills, guidance, and available resources.
Continue developing tax knowledge through ongoing training.
Build strong client relationships and support office goals through teamwork, collaboration, and a client-first approach.