Tax Associate

H&R Block - Stanton, CA

Full-time - Entry Level

Stanton, CA

Professional, Scientific, and Technical Services

About the position

The Tax Associate position at H&R Block is a full-time role focused on providing tax preparation services to clients. Associates will conduct tax interviews, prepare accurate tax returns, and support clients with IRS-related inquiries. The role emphasizes teamwork, client retention, and business growth, while also offering training and potential incentive pay for 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