H&R Block
Job Title
Tax Associate
– H&R Block
Location San Juan Capistrano, CA
About the Company At H&R Block, we believe in the power of people helping people. Our purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We are committed to a high‑performing, connected culture where everyone feels they belong.
Job Overview As a Tax Associate, you will conduct tax interviews, prepare complete and accurate tax returns, provide IRS support, grow client retention, and collaborate with the office to drive business growth.
Responsibilities
Conduct tax interviews with clients face to face and via virtual tools such as video, phone, chat, and email.
Prepare complete and accurate tax returns.
Generate business growth and increase client retention by offering additional products and services.
Provide clients with IRS support.
Support office priorities through teamwork and collaboration.
Grow your tax expertise.
Preferred 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 during tax season and up to 40 hours during peak weeks.
Requirements
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 such as video, phone, and chat.
Effective written and verbal communication.
Must meet all other IRS and applicable state requirements.
High school diploma or equivalent required; higher education preferred.
Benefits
Employee Assistance Program with Health Advocate.
Wellbeing program, BetterYou, to help you build healthy habits.
Neurodiversity and caregiver support available.
Various discounts on everyday items and services.
Medical Coverage, 401(k) Retirement Savings Plan, and Employee Stock Purchase Plan (subject to eligibility).
Access to business travel accident insurance, associate discount program, fitness center programs, and virtual fitness center.
Community H&R Block is committed to building a connected culture where trust, care, and connection guide our everyday interactions. Our diverse workplace fosters belonging and inclusion.
Equal Opportunity Statement H&R Block is an equal‑opportunity employer. We welcome and celebrate diversity in the workplace regardless of gender, race, ethnicity, age, disability, religion, sexual orientation, gender identity, veteran status, and more.
Pay Range $11.00 – $27.00 per hour.
Sponsored Job #3317
#J-18808-Ljbffr
– H&R Block
Location San Juan Capistrano, CA
About the Company At H&R Block, we believe in the power of people helping people. Our purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We are committed to a high‑performing, connected culture where everyone feels they belong.
Job Overview As a Tax Associate, you will conduct tax interviews, prepare complete and accurate tax returns, provide IRS support, grow client retention, and collaborate with the office to drive business growth.
Responsibilities
Conduct tax interviews with clients face to face and via virtual tools such as video, phone, chat, and email.
Prepare complete and accurate tax returns.
Generate business growth and increase client retention by offering additional products and services.
Provide clients with IRS support.
Support office priorities through teamwork and collaboration.
Grow your tax expertise.
Preferred 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 during tax season and up to 40 hours during peak weeks.
Requirements
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 such as video, phone, and chat.
Effective written and verbal communication.
Must meet all other IRS and applicable state requirements.
High school diploma or equivalent required; higher education preferred.
Benefits
Employee Assistance Program with Health Advocate.
Wellbeing program, BetterYou, to help you build healthy habits.
Neurodiversity and caregiver support available.
Various discounts on everyday items and services.
Medical Coverage, 401(k) Retirement Savings Plan, and Employee Stock Purchase Plan (subject to eligibility).
Access to business travel accident insurance, associate discount program, fitness center programs, and virtual fitness center.
Community H&R Block is committed to building a connected culture where trust, care, and connection guide our everyday interactions. Our diverse workplace fosters belonging and inclusion.
Equal Opportunity Statement H&R Block is an equal‑opportunity employer. We welcome and celebrate diversity in the workplace regardless of gender, race, ethnicity, age, disability, religion, sexual orientation, gender identity, veteran status, and more.
Pay Range $11.00 – $27.00 per hour.
Sponsored Job #3317
#J-18808-Ljbffr