Senior Tax Associate
On-siteGrenada, Mississippi, United States
Job Summary
Gather client information and prepare complete, accurate tax returns for both returning and new clients. Apply tax knowledge to handle a broader range of needs with greater independence, explaining information clearly and answering questions. Identify tax savings opportunities and recommend relevant H&R Block products and services while building lasting client relationships through teamwork. This seasonal role requires 15–35 hours per week, with availability up to 40 hours during peak periods and evenings/weekends during tax season. Candidates must complete the H&R Block Income Tax Course or Tax Knowledge Assessment and hold one year of experience preparing individual returns.
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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