Tax Associate

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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 they belong.

Typical Day

• Conduct tax interviews with clients face to face and via virtual tools such as 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 Experience

• 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.

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, chat.
• Ability to communicate effectively in person, via phone, and in writing.
• Must meet all other IRS and applicable state requirements.
• High school diploma or higher.

Benefits

• Employee Assistance Program with Health Advocate.
• Wellbeing program, BetterYou.
• Neurodiversity and caregiver support.
• Various discounts on everyday items and services.
• Medical coverage, 401(k) retirement savings plan, employee stock purchase plan.

Other Information

Location: Petaluma, CA. Salary range: $11.00–$27.00 per hour. Pay structure and benefits listed above.

H&R Block is an equal opportunity employer welcoming diversity across all protected classes.

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Seniority Level

Not Applicable

Employment Type

Full‑time

Job Function

Accounting/Auditing and Finance; Retail