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Tax Associate
Tax AssociateH&R Block • Santa Rosa, CA, US
Tax Associate

Tax Associate

H&R Block • Santa Rosa, CA, US
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H&R Block Tax Associate

At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a high performing, connected culture, where everyone feels like they belong.

We strive to continuously improve our business and have committed to a long-term strategy and transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we work, how we serve, and how we lead in our industry.

At H&R Block, we're curious, creative, and always on the move. If you embrace challenges as opportunities and seek to make a meaningful difference where you live, work, and play, our door is always open.

A Typical Day...

Joining H&R Block as a Tax Associate means you will have the support of an expert team dedicated to providing you with the tax training you need to be successful. You will also have the freedom, flexibility, and extra earnings you will need to embrace what makes your life uniquely yours.

Tasks include :

  • Conduct tax interviews with clients face to face and through virtual tools video, phone, chat, email
  • Prepare complete and accurate tax returns
  • Generate business growth, increase client retention, and offer additional products and services
  • Provide clients with IRS support
  • Support office priorities through teamwork and collaboration
  • Grow your tax expertise

It Would Be Even Better If You Also Had...

  • Bachelors degree in accounting or related field
  • Previous experience in a customer service or retail environment
  • Experience working in a fast-paced, supportive environment
  • Ability to work a minimum of 25-35 hours weekly throughout tax season and up to 40 hours during peak weeks
  • What You'll Bring To The Team...

  • Successful completion of the H&R Block Tax Knowledge Assessment or Income Tax Course1
  • Experience working in a fast-paced environment
  • Comfort working with virtual tools video, phone and chat
  • Ability to effectively communicate in person, via phone and in writing
  • Must meet all other IRS and applicable state requirements
  • High school diploma / equivalent or higher
  • Why Work For Us

    At H&R Block, we believe and invest in our people by committing to their total well-being. Our benefit offerings can help associates plan for their unique health, wellbeing and financial wellness needs.

  • Employee Assistance Program with Health Advocate
  • Wellbeing program, BetterYou, to help you build healthy habits.
  • Neurodiversity and caregiver support available to you and your family.
  • Various discounts on everyday items and services.
  • Benefits with additional eligibility requirements : Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan.
  • The Community You Will Join :

    At H&R Block we remain committed to building a Connected Culture one in which trust, care, and connections are how we work together as we continue to create an environment where everyone feels safe to bring their authentic self to work every day and feels like they belong as part of a larger team.

    You will be immersed in an exceptional work environment that is recognized throughout the world on Best Companies lists! You will also be surrounded by colleagues who are committed to helping each other grow and support each other.

    H&R Block is an equal opportunity employer. We welcome and celebrate diversity in the workplace regardless of gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, or veteran status.

    If youre looking to make an impact, H&R Block is the place for you.

    1 - Enrollment?in?or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment.

    Pay Range Information

    The pay range for this position is listed below. Local minimum wage laws apply. This information is posted pursuant to local requirements to provide applicants with information about what they might be eligible to receive. Individual pay decisions will depend on job-related factors such as experience, education, skill, performance, and geographic location where work will be performed. Successful candidates may be able to participate in one or more incentive compensation or short-term incentive plans, which could generate additional earnings in accordance with the terms of each plan. Qualifying associates can enroll themselves and / or their eligible dependents in medical and prescription drug coverage; can participate in the H&R Block Retirement Savings Plan (401(k) Plan), the Employee Assistance Program, (virtual) fitness center programs, and the associate discount program; are automatically enrolled in Business Travel Accident Insurance; and receive Associate Tax Prep benefit.

    Pay Range

    $11.00 - $27.00 / Hr.

    Sponsored Job #26594

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    Tax Associate • Santa Rosa, CA, US

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