Senior Tax Associate
On-siteNorth Miami, Florida, United States
Job Summary
Meet with returning and new clients to gather information, understand their tax situation, and prepare complete, accurate returns. Apply your tax knowledge and client service skills to handle a broader range of needs with greater independence, explaining tax information clearly and identifying savings opportunities. Recommend relevant H&R Block products and services while leveraging problem-solving skills to address unique client situations. Build lasting relationships through teamwork and a client-first approach, utilizing digital tools including AI-based systems. Complete the H&R Block Income Tax Course or Tax Knowledge Assessment and meet all IRS and state requirements. Work 15–35 hours weekly with availability for evenings and weekends during peak tax season. Join a high-performing culture blending human expertise with digital innovation.
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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