Sr Tax Associate - RA

About the RoleAs a Sr Tax Associate at H&R Block, you'll build on your first year of tax experience to advise clients with greater independence and growing your expertise. You’ll receive ongoing training, support and competitive hourly pay and incentive plan. This role is in-person and not remote.Partner with a dedicated Client Care Specialist who gathers client information, allowing you to focus on reviewing each client's tax situation and delivering a great experienceLeverage H&R Block's advanced technology to prepare returns while you focus on reviewing results, ensuring accuracy, and providing personalized adviceApply the knowledge you built in your first season to handle a broader range of client situations with greater independenceTranslate complexity into clarity — explain tax information and recommendations in a way clients can easily understandIdentify tax savings opportunities and recommend relevant H&R Block products and services based on client needsBegin providing forward-looking guidance — help clients think beyond this year's return and identify ways to improve their financial pictureOwn the accuracy of every return you touch, following IRS regulations and H&R Block standards, and escalate complex notices or audit inquiries as appropriateBuild lasting client relationships and support office goals through teamwork, collaboration, and a client-first approachRequired QualificationsSuccessful completion of the H&R Block Income Tax Course or Tax Knowledge Assessment¹1 year of experience as an H&R Block Tax Associate, including preparing individual tax returnsMust complete continuing education and meet all IRS and applicable state requirementsStrong communication skills, including explaining tax information clearly and asking questions to understand client needsProblem-solving skills, including organizing information and identifying solutionsComfort using digital tools and systems, including AI-based tools like Copilot and ChatGPTHigh school diploma / GED / equivalentPreferred QualificationsBachelor's degree in accounting, finance, or a related fieldExperience in a client-facing or consultative role, such as financial advising, insurance, retail sales, or professional servicesExperience asking questions and recommending solutions based on client needsAbility to work 15–35 hours per week, with availability up to 40 hours during peak periodsAvailability to work evenings and weekends during tax seasonWhy work for usAt H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, we've led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation.That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact. We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work.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.