Tax Associate

About the Role

H&R Block is a leading provider of tax preparation services, offering personalized support to individuals and small businesses across the United States. The company combines in-person assistance with digital tools to help clients navigate complex tax situations and maximize their returns.

Key Responsibilities

• Meet with clients, gather financial information, and prepare individual and small business tax returns in accordance with current tax laws and regulations.
• Review source documents, identify applicable deductions and credits, and ensure accurate, compliant filing.
• Explain tax outcomes and options to clients in clear terms.
• Maintain client records.
• Use H&R Block’s software and tools to complete and file returns.
• Support office operations.
• Collaborate with colleagues.
• Stay current on tax law changes through ongoing training.

Qualifications

• Familiarity with current tax laws and regulations is essential.