Tax Associate - RA

H&R Block•Round Rock, 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. With support from advanced technology and a Client Care Specialist, you’ll review each client’s tax situation, offer clear advice, and build trust. This role is in-person and not remote. A dedicated Client Care Specialist gathers client information so you can focus on reviewing tax situations and delivering a great experience. H&R Block’s technology supports tax return preparation, while you review results, ensure accuracy, and provide personalized advice. You’ll continue building tax knowledge through ongoing training and contribute to office goals through teamwork and a client-first approach. H&R Block describes its purpose as providing help and inspiring confidence in clients and communities. The company highlights its history of more than 70 years in the tax industry, its Block Next strategy combining human expertise and digital innovation, and a culture centered on strong relationships, continuous learning, and meaningful impact. The company also states that it invests in associate well-being through competitive pay, comprehensive benefits, and support for life inside and outside work. Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is not an offer or guarantee of employment.

Requirements

Successfully complete the H&R Block Income Tax Course.
Have experience interacting with customers or clients in a service-oriented environment.
Have strong communication skills, including explaining information clearly and asking questions to understand needs.
Have problem-solving skills, including organizing information and identifying solutions.
Be comfortable using digital tools and systems, as well as AI-based tools such as Copilot and ChatGPT.
Have a 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 each client’s tax situation and provide clear, personalized advice.
Use H&R Block technology to prepare returns, review results, and ensure accuracy.
Ask open-ended questions and use active listening to understand client needs and identify tax-saving opportunities.
Recommend relevant products and services based on clients’ needs, questions, and situations.
Analyze client information and address questions using problem-solving skills, guidance, and available resources.
Build tax knowledge through ongoing training.
Build strong client relationships and support office goals through teamwork, collaboration, and a client-first approach.