Tax Associate

H&R Block; Fort Lauderdale (FL); On-site; USD 54,000 - 90,000; Full time

Job summary

A leading tax services firm in Fort Lauderdale is hiring a Tax Associate. The role involves conducting client interviews, preparing tax returns, and expanding expertise in tax services. Successful candidates will receive support and training to thrive in a flexible work environment. Experience in customer service and strong communication skills are crucial for this position.

Benefits

Employee Assistance Program

Wellbeing program, BetterYou

Various discounts on items and services

Qualifications

• 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.

Responsibilities

• Conduct tax interviews with clients face to face and virtually.
• Prepare complete and accurate tax returns.
• Grow your tax expertise.

Skills

Customer service experience

Ability to work with virtual tools

Effective communication skills

Education

High school diploma or equivalent

Bachelor’s degree in accounting or related field

Job description

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Our Company

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.

Our Company

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.

• 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...

• 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 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.
• Click here to checkout all available benefits.
  
  

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

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

Sponsored Job

#45300

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing and Finance

• Industries

  Retail

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