Senior Tax Associate
On-siteRound Rock, Texas, United States
Job Summary
Review client tax situations with greater independence after gathering information from Client Care Specialists, leveraging advanced technology to prepare returns and ensure accuracy. Identify tax savings opportunities, recommend relevant products, and provide forward-looking financial guidance while translating complex tax information into clear explanations for clients. Own the accuracy of every return by following IRS regulations and escalating complex notices or audit inquiries as appropriate. Build lasting client relationships through teamwork and a client-first approach, applying knowledge gained from the first season to handle broader situations. Complete the H&R Block Income Tax Course or Tax Knowledge Assessment, work 15–35 hours weekly with flexibility for evenings and weekends during peak tax season, and meet all continuing education requirements.
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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