Senior Tax Associate
$36,608–$45,136 year
On-siteMorristown, New Jersey, United States
Job Summary
Meet with returning and new clients to gather information, understand their tax situation, and prepare complete, accurate returns. Apply your first season's experience to handle a broader range of client needs with greater independence, explaining tax information clearly and identifying tax savings opportunities. Recommend relevant H&R Block products and services while leveraging available resources to address unique situations. Build lasting client relationships through teamwork and a client-first approach. This seasonal role requires 15–35 hours per week with availability up to 40 hours during peak periods, including evenings and weekends. You must complete the H&R Block Income Tax Course or Tax Knowledge Assessment and meet all IRS and state requirements.
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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