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H&R Block - Placentia, CA
posted about 2 months ago
Full-time - Entry Level
Placentia, CA
Professional, Scientific, and Technical Services
About the position
The Tax Associate position at H&R Block involves providing tax preparation services to clients, both in-person and virtually. The role is designed for individuals who are eager to learn and grow their tax expertise while contributing to the company's mission of helping clients with their tax needs. Associates will receive training and support from experienced team members, and there are opportunities for incentive pay based on performance.
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, 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 - video, phone and chat
- 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
Nice-to-haves
- Bachelor's degree in accounting or related field
- Previous experience in a customer service or retail environment
- Experience working in a fast-paced, supportive environment
- Ability to work a minimum of 25-35 hours weekly throughout tax season and up to 40 hours during peak weeks
Benefits
- 401(k)
- Employee assistance program
- Employee stock purchase plan
- Health insurance
