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Tax Associate at Block Advisors

San Francisco, California
Work from home
#674353
Remote / WFH

Job Description

About Us

At H&R Block, we harness the power of individuals helping each other. Our core mission is to empower and instill confidence in our clients, associates, and communities. We are dedicated to fostering a high-performing, inclusive culture where everyone feels at home.

We are committed to transforming our business through our long-term strategy known as Block Next. This roadmap emphasizes innovation, enhancing client experience, and fostering sustainable growth, aimed at redefining how we work, serve, and lead in our industry.

If you are someone who embraces challenges and strives to make a meaningful impact in your community, we welcome you to join us.

Your Role:

As a Tax Associate at H&R Block, you will be supported by a dedicated team that will equip you with the essential tax training needed for success. You'll enjoy the flexibility and potential for extra earnings to help embrace your unique lifestyle.
• Conduct tax interviews with clients in person as well as through virtual platforms such as video, phone, and chat.
• Prepare complete and accurate tax returns.
• Facilitate business growth, enhance client retention, and offer additional financial products and services.
• Assist clients in dealing with IRS inquiries.
• Collaborate with your team to meet office priorities.
• Expand your tax knowledge continuously.

Preferred Qualifications:
• Bachelor's degree in accounting or a related field.
• Previous experience in customer service or retail is a plus.
• Proven experience in a fast-paced, supportive environment.
• Willingness to work between 25-35 hours weekly during tax season, with up to 40 hours during peak times.

What You Bring:
• Successful completion of the H&R Block Tax Knowledge Assessment or Income Tax Course.
• Ability to thrive in fast-paced environments.
• Comfort using virtual communication tools such as video, phone, and chat.
• Strong communication skills in person, over the phone, and in writing.
• Meet all IRS and applicable state requirements.
• A high school diploma or equivalent is required.

Why Join Us?

At H&R Block, we genuinely invest in our people and are committed to their overall well-being. Our robust benefits package supports your health, wellness, and financial well-being.
• Access to an Employee Assistance Program with Health Advocate.
• Engage in our Wellbeing program, BetterYou, designed to help you cultivate healthy habits.
• Support for neurodiversity and caregiver needs for you and your family.
• Benefit from discounts on various everyday items and services.
• Eligibility for medical coverage, a 401k retirement savings plan, and an employee stock purchase plan.

The Community You’ll Join:

At H&R Block, we are committed to cultivating a Connected Culture defined by trust, care, and collaboration, fostering an environment where everyone feels safe and valued as part of a larger team.

Experience a remarkable work environment consistently recognized in various Best Companies lists! Join a team of colleagues dedicated to mutual growth and support.

H&R Block is proud to be an equal opportunity employer, celebrating diversity in the workplace across all dimensions. If you're ready to make a difference, consider joining H&R Block.

Pay Range: $11.00 - $27.00/Hr.
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