About the Role:
This associate delivers high-quality client service by preparing and completing tax returns through a virtual platform, analyzing client tax information, and communicating with clients through secure messaging, phone, and video interactions. They demonstrate strong tax expertise by researching and resolving complex federal and state tax issues, ensuring accurate and complete returns while providing timely, professional support throughout the client experience. In addition to client-facing responsibilities, they contribute to the company's test-and-learn environment by supporting innovation initiatives, participating in pilot programs, providing feedback on new processes and tools, and helping evaluate opportunities to enhance the client and tax professional experience.
Required Qualifications:
Education:
- High school diploma or equivalent
Work Experience:
- Internet speed of at least 15 Mbps
- Three years of prior progressive tax preparation experience
- Knowledge of tax law is sufficient to understand and explain most elements of personal taxation
- Ability to interpret, analyze, and correctly formulate solutions to both routine as well as complex tax situations
- Internal candidates- min cert level 4. External candidates must pass the Tax Knowledge Assessment before hire and certification exams up to level 4 within 30 days.
- Excellent verbal and written communication skills
- Flexibility and the desire to be involved with new software or test programs
- Able to stay on task while working virtually
Preferred Qualifications:
- Enrolled Agent, Attorney, or CPA
- Knowledge of complex tax situations (foreign, rentals, business)
Experience using AI tools
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.
Pay Range Information:
The pay range for this position is listed below. Local minimum wage laws apply. This information is posted pursuant to local requirements to provide applicants with information about what they might be eligible to receive. Individual pay decisions will depend on job-related factors such as experience, education, skill, performance, and geographic location where work will be performed. Successful candidates may be able to participate in one or more incentive compensation or short-term incentive plans, which could generate additional earnings in accordance with the terms of each plan.
Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage; can participate in the H&R Block Retirement Savings Plan (401(k) Plan), the Employee Assistance Program, (virtual) fitness center programs, and the associate discount program; are automatically enrolled in Business Travel Accident Insurance; and receive Associate Tax Prep benefit.
Pay Range:
$21.59 - $32.40/Hr.
