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H&R Block

Tax Associate

H&R Block, Mission Viejo, California, us, 92690

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Company Overview 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.

Job Role Tax Associate

Compensation Base pay range: $11.00/hr – $27.00/hr. (Local minimum wage laws apply.)

Job 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

Desired 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

Successful completion of the H&R Block Tax Knowledge Assessment or Income Tax Course1

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

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

Benefits

Employee Assistance Program with Health Advocate

Wellbeing program, BetterYou, to help 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, 401(k) 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 create an environment where everyone feels safe to bring their authentic self to work each day and feels like they belong as part of a larger team.

You will be immersed in an exceptional work environment that is recognized worldwide 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, color, ethnicity, national origin, age, disability, religion, sexual orientation, gender identity or expression, or veteran status.

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

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