Block Advisors Tax Associate

H&R Block; La Mesa (CA); On-site; USD 80,000 - 100,000; Part time

Job summary

A reputable tax services firm is seeking a Block Advisors Tax Associate in California. The role involves conducting tax interviews, preparing tax returns, and generating business growth. Candidates should possess a Bachelor's degree in accounting or a related field, along with strong customer service and communication skills. The position offers a flexible work schedule and various benefits including medical coverage and a retirement savings plan.

Benefits

Employee Assistance Program

Wellbeing program

Medical Coverage

401k Retirement Savings Plan

Qualifications

• Must complete H&R Block Tax Knowledge Assessment or Income Tax Course.
• Ability to work 25-40 hours weekly during peak tax season.

Responsibilities

• Conduct tax interviews with clients face-to-face and virtually.
• Prepare complete and accurate tax returns.
• Generate business growth and client retention.

Skills

Tax preparation

Customer service

Communication

Teamwork

Education

Bachelor’s degree in accounting or related field

High school diploma or equivalent

Job description

Job Title

Block Advisors Tax Associate – H&R Block

About the Company

At H&R Block, we believe in the power of people helping people. Our purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We pride ourselves on a high‑performing, connected culture where everyone feels they belong. We are on a multi‑year transformation path called Block Next, focused on innovation, client experience, and sustainable growth. If you embrace challenges as opportunities and want to make a meaningful difference, we welcome you.

Typical Day

As a Tax Associate you will have the support of an expert team dedicated to your tax training, plus the flexibility and extra earnings to fit your unique life. You will conduct face‑to‑face and virtual tax interviews, prepare complete and accurate tax returns, generate business growth and client retention, support office priorities through teamwork, and grow your tax expertise.

Responsibilities

• 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

Preferred Qualifications

• Bachelor’s 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 Course
• 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

Benefits

• 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

Community You Will Join

At H&R Block we remain committed to building a connected culture. You will be immersed in an exceptional work environment recognized globally on Best Companies lists and surrounded by colleagues who support each other’s growth.

Equal Opportunity Employer

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

Pay Range

$11.00 – $27.00 per hour. Local minimum wage laws apply. Pay decisions depend on experience, education, skill, performance, and geographic location. Successive candidates may enroll in incentive compensation plans and participate in our retirement savings plan, medical coverage, and associate discount program.