Senior Tax Associate
On-siteLakeway, Texas, United States
Job Summary
Review client tax situations and prepare returns using advanced technology while ensuring accuracy against IRS regulations. Identify tax savings opportunities and recommend relevant products, translating complex information into clear advice for clients. Provide forward-looking guidance on financial planning and escalate audit inquiries as needed. Partner with Client Care Specialists to gather information and deliver personalized experiences. Complete the H&R Block Income Tax Course and work 15–35 hours weekly, with availability for evenings and weekends during peak tax season. Join a team blending human expertise with digital innovation to help and inspire confidence in clients.
Required Qualifications
- Successful completion of the H&R Block Income Tax Course or Tax Knowledge Assessment
- 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
Desired 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
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