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Tax Associate

Tax Associate

H&R BlockSan Francisco, CA, United States
5 days ago
Job type
  • Full-time
Job description

Join to apply for the Tax Associate role at H&R Block .

We believe in the power of people helping people and are committed to providing help and inspiring confidence in our clients, associates, and communities worldwide. Our culture is high‑performing, connected, and inclusive, where everyone feels like they belong.

Block Next is our long‑term transformation plan that focuses on innovation, client experience, and sustainable growth, elevating how we work, serve, and lead in the industry.

At H&R Block, we are 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.

Typical Day

As a Tax Associate, you will have the support of an expert team dedicated to providing you with the tax training you need to succeed. You will also enjoy flexibility, freedom, and extra earnings to accommodate your unique life.

  • 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

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
  • Required Qualifications

  • Successful completion of the H&R Block Tax Knowledge Assessment or Income Tax Course
  • Experience working in a fast‑paced environment
  • Comfort with virtual tools—video, phone, and chat
  • Effective communication skills 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
  • Various discounts on everyday items and services
  • Medical Coverage, 401(k) Retirement Savings Plan, and Employee Stock Purchase Plan (additional eligibility requirements apply)
  • Pay Range

    $11.00–$27.00 per hour, depending on experience, education, skill, performance, and geographic location.

    Seniority Level

    Not Applicable

    Employment Type

    Full‑time

    Job Function

    Accounting, Auditing, and Finance

    Industries

    Retail

    Equal Opportunity Employer

    H&R Block is an equal opportunity employer. We welcome and celebrate diversity in the workplace regardless of gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, or veteran status.

    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.

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    Tax Associate • San Francisco, CA, United States

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