Tax Associate

Tax Associate

Plymouth Full-Time No home office possible
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At a Glance

  • Tasks: Conduct tax interviews and prepare accurate tax returns for clients.
  • Company: Join H&R Block, a leader in tax services dedicated to helping people thrive.
  • Benefits: Enjoy flexible hours, employee discounts, and wellness programs tailored for you.
  • Why this job: Make a real impact while growing your skills in a supportive, diverse environment.
  • Qualifications: High school diploma required; customer service experience is a plus.
  • Other info: Earn between $11.00 - $27.00 per hour with potential for additional earnings.

Overview

Join to apply for the Tax Associate role at H&R Block.

Our Company: At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a high performing, connected culture, where everyone feels like they belong. We strive to continuously improve our business through a long-term strategy and transformation plan known as Block Next, focusing on innovation, client experience, and sustainable growth. If you embrace challenges as opportunities and seek to make a meaningful difference where you live, work, and play, our door is always open.

A Typical Day: Joining H&R Block as a Tax Associate means you will have the support of an expert team dedicated to providing you with the tax training you need to be successful. You will also have the freedom, flexibility, and extra earnings you will need to embrace what makes your life uniquely yours.

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

Qualifications

  • 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
  • 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

Benefits and Pay

The pay range for this position is listed below. Local minimum wage laws apply. Individual pay decisions depend on job-related factors such as experience, education, skill, performance, and geographic location. Eligible associates may participate in incentive plans and receive benefits described below.

  • $11.00 – $27.00 per hour

Why work for us

At H&R Block, we invest in people by committing to their total well-being. Our benefit offerings can help associates plan for their health, wellbeing and financial needs, including:

  • Employee Assistance Program with Health Advocate
  • Wellbeing program to help build healthy habits
  • Neurodiversity and caregiver support
  • Discounts on everyday items and services
  • Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan (eligibility may apply)

The Community You Will Join

We are committed to building a Connected Culture where trust, care, and connections help us create an environment where everyone feels safe to bring their authentic self to work and belongs to a larger team. You will be part of an exceptional work environment recognized on Best Companies lists, with colleagues who support each other’s growth.

H&R Block is an equal opportunity employer. We celebrate diversity in the workplace regardless of gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, or veteran status.

Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is not a guarantee of employment.

Other Information

Sponsored Job details and location information are provided for applicants. Local salaries and benefits may vary by location and eligibility.

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Tax Associate employer: H&R Block

At H&R Block, we pride ourselves on fostering a high-performing and inclusive culture where every associate feels valued and empowered. With comprehensive benefits, including health and wellbeing programmes, flexible working arrangements, and robust training opportunities, we are dedicated to supporting your personal and professional growth. Join us in North Weymouth, MA, where you can make a meaningful impact while being part of a globally recognised team that celebrates diversity and collaboration.
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Contact Detail:

H&R Block Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Tax Associate

✨Tip Number 1

Familiarise yourself with H&R Block's values and mission. Understanding their commitment to helping clients and fostering a connected culture will allow you to align your responses during interviews, showcasing how you can contribute to their goals.

✨Tip Number 2

Network with current or former employees of H&R Block. Engaging with them on platforms like LinkedIn can provide you with insider knowledge about the company culture and expectations, which can be invaluable during your application process.

✨Tip Number 3

Prepare for the H&R Block Tax Knowledge Assessment by reviewing tax concepts and regulations. This will not only help you pass the assessment but also demonstrate your commitment to the role and your eagerness to learn.

✨Tip Number 4

Showcase your customer service skills during interviews. Since the role involves conducting tax interviews and providing support, emphasising your experience in customer-facing roles will highlight your ability to connect with clients effectively.

We think you need these skills to ace Tax Associate

Tax Preparation
Customer Service Skills
Communication Skills
Attention to Detail
Time Management
Problem-Solving Skills
Knowledge of IRS Regulations
Ability to Work in a Fast-Paced Environment
Proficiency with Virtual Tools (Video, Phone, Chat)
Teamwork and Collaboration
Adaptability
Basic Accounting Knowledge
Client Relationship Management
Sales Skills for Business Growth

Some tips for your application 🫡

Understand the Role: Before applying, make sure to thoroughly read the job description for the Tax Associate position at H&R Block. Understand the key responsibilities and required qualifications to tailor your application accordingly.

Highlight Relevant Experience: In your CV and cover letter, emphasise any previous experience in customer service or retail environments, as well as any relevant educational background in accounting or related fields. This will demonstrate your suitability for the role.

Showcase Your Skills: Make sure to highlight your communication skills, especially your ability to interact with clients through various virtual tools. Mention any experience you have with tax preparation or knowledge assessments, as this is crucial for the role.

Craft a Compelling Cover Letter: Write a personalised cover letter that reflects your enthusiasm for the role and the company. Discuss how your values align with H&R Block's mission of helping people and how you can contribute to their connected culture.

How to prepare for a job interview at H&R Block

✨Understand the Company Culture

Before your interview, take some time to research H&R Block's values and culture. They emphasise a connected culture where everyone feels they belong. Be prepared to discuss how your personal values align with theirs.

✨Showcase Your Customer Service Skills

As a Tax Associate, you'll be interacting with clients regularly. Highlight any previous experience in customer service or retail environments during your interview. Share specific examples of how you've successfully handled client interactions.

✨Prepare for Tax Knowledge Questions

Since the role requires tax expertise, review key tax concepts and be ready to answer questions related to tax returns and IRS support. Completing the H&R Block Tax Knowledge Assessment beforehand can give you an edge.

✨Demonstrate Adaptability with Technology

H&R Block uses various virtual tools for client interactions. Be prepared to discuss your comfort level with technology and provide examples of how you've effectively used virtual communication tools in past roles.

Tax Associate
H&R Block
Location: Plymouth
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