Tax Associate

Job Description

Tax Associate | H&R Block

The Tone:
This is a seasonal, in-person role at H&R Block, located in Phoenix, AZ West. For over 70 years, H&R Block has led the tax industry, continuously evolving its strategy to blend human expertise with digital innovation. This role offers the opportunity to begin a career in tax and client services, providing essential support to clients by preparing accurate returns and offering clear explanations. You will join a High Performing, Connected Culture and make a meaningful impact while building valuable skills and strong client relationships.

The TL;DR
• Role: Early Career
• Type: Seasonal
• Location: In-person Phoenix, AZ West
• Mission: Work directly with clients to gather information, prepare tax returns, and answer questions while building valuable skills and strong client relationships.
• Tech Stack: Digital tools and systems, AI-based tools like Copilot and ChatGPT

What You’ll Actually Do
• Client Information: Meet with clients to gather information and understand their specific tax situation.
• Tax Return Preparation: Prepare complete and accurate tax returns with training and support from experienced teammates.
• Tax Guidance: Explain tax information clearly and provide recommendations in a way clients can easily understand.
• Savings Identification: Identify tax savings opportunities and recommend relevant products and services.
• Problem Resolution: Apply problem-solving skills to analyze client information and address questions or unique situations with guidance and available resources.

The Must-Haves
• Background: Successful completion of the H&R Block Income Tax Course; High school diploma / GED/ equivalent.
• Experience: Interacting with customers or clients in a service-oriented environment.
• Skills: Strong communication (including explaining information clearly and asking questions to understand needs), problem-solving (including organizing information and identifying solutions), comfort using digital tools and systems including AI-based tools like Copilot and ChatGPT.
• Bonus: 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 customer needs; Ability to work 15–35 hours per week, with availability up to 40 hours during peak periods, including evenings and weekends during tax season.