Senior Tax Associate
On-sitePflugerville, Texas, United States
Job Summary
Review client tax situations with greater independence, leveraging advanced technology to prepare returns while ensuring accuracy and delivering personalized advice. Identify tax savings opportunities and recommend relevant products based on client needs, translating complex information into clear recommendations. Own return accuracy by following IRS regulations and escalating complex notices or audit inquiries as appropriate. Partner with Client Care Specialists to gather information, providing forward-looking guidance to help clients improve their financial picture beyond the current tax year. Complete the H&R Block Income Tax Course or Tax Knowledge Assessment and maintain continuing education to meet IRS and state requirements. Work 15–35 hours per week, with availability up to 40 hours during peak periods and evenings/weekends during tax season.
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
- 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
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
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