From H&R Block's posting. “We” and “our” refer to the employer.
About the Role
As a Sr Tax Associate at H&R Block, you'll build on your first year of tax experience to advise clients with greater independence and growing your expertise. You’ll receive ongoing training, support and competitive hourly pay and incentive plan.
This role is in-person and not remote.
Partner with a dedicated Client Care Specialist who gathers client information, allowing you to focus on reviewing each client's tax situation and delivering a great experience
Leverage H&R Block's advanced technology to prepare returns while you focus on reviewing results, ensuring accuracy, and providing personalized advice
Apply the knowledge you built in your first season to handle a broader range of client situations with greater independence
Translate complexity into clarity — explain tax information and recommendations in a way clients can easily understand
Identify tax savings opportunities and recommend relevant H&R Block products and services based on client needs
Begin providing forward-looking guidance — help clients think beyond this year's return and identify ways to improve their financial picture
Own the accuracy of every return you touch, following IRS regulations and H&R Block standards, and escalate complex notices or audit inquiries as appropriate
Build lasting client relationships and support office goals through teamwork, collaboration, and a client-first approach
Required Qualifications
Successful completion of the H&R Block Income Tax Course or Tax Knowledge Assessment¹
1 year of experience as an H&R Block Tax Associate, including preparing individual tax returns
Must complete continuing education and meet all IRS and applicable state requirements
Strong communication skills, including explaining tax information clearly and asking questions to understand client needs
Problem-solving skills, including organizing information and identifying solutions
Comfort using digital tools and systems, including AI-based tools like Copilot and ChatGPT
High school diploma / GED / equivalent
Preferred Qualifications
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 asking questions and recommending solutions based on client needs
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
Why work for us
At H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, we've led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation.
That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact. We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work.
¹
Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment.
Responsibilities
As a Sr Tax Associate at H&R Block, you'll build on your first year of tax experience to advise clients with greater independence and growing your expertise. You’ll receive ongoing training, support and competitive hourly pay and incentive plan.
This role is in-person and not remote.
Partner with a dedicated Client Care Specialist who gathers client information, allowing you to focus on reviewing each client's tax situation and delivering a great experience
Leverage H&R Block's advanced technology to prepare returns while you focus on reviewing results, ensuring accuracy, and providing personalized advice
Apply the knowledge you built in your first season to handle a broader range of client situations with greater independence
Translate complexity into clarity — explain tax information and recommendations in a way clients can easily understand
Identify tax savings opportunities and recommend relevant H&R Block products and services based on client needs
Begin providing forward-looking guidance — help clients think beyond this year's return and identify ways to improve their financial picture
Own the accuracy of every return you touch, following IRS regulations and H&R Block standards, and escalate complex notices or audit inquiries as appropriate
Build lasting client relationships and support office goals through teamwork, collaboration, and a client-first approach
Qualifications
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 asking questions and recommending solutions based on client needs
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
About this listing
LAYIQ is an independent job-discovery service. This listing does not imply a partnership with or endorsement by the employer. Review the original posting for current details and availability.
