Senior Tax Associate
On-siteBuda, Texas, United States
Buda, Texas, United StatesOn-siteFull TimeSenior LevelEnterprise
Full TimeSenior LevelEnterprise
Job Summary
Review client tax situations with greater independence after completing the H&R Block Income Tax Course and one year of experience. Leverage advanced technology to prepare returns while ensuring accuracy and providing personalized advice on tax savings and financial planning. Translate complex tax information into clear recommendations, escalating audit inquiries as needed. Own return accuracy by following IRS regulations and H&R Block standards while collaborating with Client Care Specialists. Work 15–35 hours weekly, with availability up to 40 hours during peak periods and evenings/weekends as tax season requires.
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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