Tax Associate

H&R Block; Flemington (NJ); On-site; USD 55,000 - 75,000; Full time

Job summary

H&R Block in Central and Northern New Jersey is hiring a Tax Associate to work on-site year-round. You will assist clients with individual and small business tax preparation, interviewing them to gather data and ensuring compliant federal, state, and local returns.

The role requires strong tax knowledge, attention to detail, and excellent client communication. You'll stay current with tax law changes, use tax software, and collaborate with the team to deliver accurate results during peak season

Qualifications

• 85%+ on the Income Tax Certification exam or higher.
• Experience preparing individual and small business tax returns.
• Knowledge of federal, state, and local tax filing requirements.
• Ability to interpret financial statements and related documentation.
• Proficiency with tax software and attention to detail.

Responsibilities

• Assist clients with individual and small business tax returns.
• Interview clients to gather financial information.
• Analyze tax documents and identify deductions and credits.
• Prepare federal, state, and local tax returns.
• Explain tax outcomes clearly and answer client questions.
• Stay updated on tax law changes and use tax software.
• Collaborate with team and support client service during peak season.

Skills

Strong tax preparation skills

Excellent client-facing communication

Basic to intermediate finance skills

Education

Accounting/finance/tax coursework

Enrolled Agent or similar certification a plus

Tools

Tax preparation software

Productivity tools

Job description

Company Description

H&R Block is a people-first tax services company dedicated to providing help and inspiring confidence for clients and communities. Founded in 1955, the company has prepared approximately 800 million tax returns and operates around 12,000 offices across the United States and internationally. H&R Block emphasizes care in every interaction and focuses on building long-term relationships with clients, communities, and associates. Team members experience a strong sense of purpose, a supportive “family” culture, and accessible leadership. The company values diverse perspectives, curiosity, innovation, and collaboration, believing that it is truly better when people work together.

Role Description

The Tax Associate is a full-time, on-site role based in the Central New Jersey and Northern New Jersey Areas. This role is responsible for assisting clients with individual and small business tax preparation, ensuring accurate and compliant returns in accordance with current tax laws and regulations. Day-to-day responsibilities include interviewing clients to gather financial information, analyzing tax documents, identifying potential deductions and credits, and completing federal, state, and local tax returns. The Tax Associate will explain tax outcomes clearly, answer client questions, and provide guidance on future tax planning opportunities. The role also includes maintaining up-to-date knowledge of tax law changes, using tax preparation software, collaborating with team members, and supporting client service initiatives during peak tax season and throughout the year.

Qualifications

• Income Tax Certification passing score of 85% or higher
• Strong tax preparation skills, including experience with individual and small business tax returns (Tax Preparation, Tax).
• Knowledge of tax compliance requirements and reporting standards, with the ability to ensure accurate and timely filings (Tax Compliance).
• Understanding of federal, state, and local tax law and the ability to apply relevant regulations to client situations (Tax Law).
• Basic to intermediate finance skills, including ability to interpret financial statements and related documentation (Finance).
• Relevant education such as coursework in accounting, finance, or taxation; professional certifications (e.g., Enrolled Agent) are a plus.
• Proficiency with tax preparation software and productivity tools, with strong attention to detail and analytical skills.
• Excellent client-facing communication skills, including the ability to explain complex tax concepts in clear, accessible language.
• Commitment to ethical standards, confidentiality, and working collaboratively in a fast-paced on-site environment.