Senior Tax Associate
On-siteTaylor, Texas, United States
Job Summary
Review client tax situations with greater independence by leveraging advanced technology to prepare returns and ensuring accuracy. Translate complex tax information into clear recommendations, identifying savings opportunities and guiding clients on forward-looking financial strategies. Partner with Client Care Specialists to gather information while delivering personalized advice and explaining IRS regulations and H&R Block standards. Own the accuracy of every return, escalating complex notices or audit inquiries as appropriate. Build lasting relationships through teamwork and a client-first approach while completing continuing education and meeting IRS requirements. Work 15–35 hours weekly, with availability up to 40 hours during peak tax season and evenings/weekends as needed.
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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