





About the Role






As a seasonal Sr Tax Associate at H&R Block, you’ll build on your first year of tax experience by preparing more complex returns, strengthening client relationships, and growing your expertise. You’ll receive ongoing training, teammate support, and competitive hourly pay a...

Prepare complex tax returns, strengthen client relationships, and grow expertise. Meet with clients to gather information, apply tax knowledge, explain tax information, identify tax savings opportunities, and use problem-solving skills to analyze client information.

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About the Role


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<p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">As a seasonal <strong>Sr Tax Associate</strong> at H&amp;R Block, you’ll build on your first year of tax experience by preparing more complex returns, strengthening client relationships, and growing your expertise. You’ll receive ongoing training, teammate support, and competitive hourly pay and incentive plan.  <em>This role is in-person at a local H&amp;R Block tax office.</em></span></p><ul><li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Meet with returning and new clients to gather information, understand their tax situation, and prepare complete, accurate returns</span></li><li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Apply the <span class="highlight-skill">tax knowledge</span> and client service skills you built in your first season to handle a broader range of client needs with greater independence</span></li><li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Explain tax information clearly, answer client questions, and provide recommendations in a way clients can easily understand</span></li><li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Identify tax savings opportunities and recommend relevant H&amp;R Block products and services</span></li><li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Use <span class="highlight-skill">problem-solving</span> skills to analyze client information and address unique situations, leveraging available resources and guidance when needed</span></li><li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Build lasting client relationships and contribute to office priorities through <span class="highlight-skill">teamwork</span>, collaboration, and a client-first approach</span></li></ul>
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Required Qualifications


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<ul><li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Successful completion of the H&amp;R Block Income Tax Course or <span class="highlight-skill">Tax Knowledge</span> Assessment¹</span></li><li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">1 year of experience as an H&amp;R Block Tax Associate, including preparing individual tax returns</span></li><li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span class="highlight-requirement">Must complete continuing education and meet all IRS and applicable state requirements</span></span></li><li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Strong <span class="highlight-skill">communication</span> skills, including explaining tax information clearly and asking questions to understand client needs</span></li><li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span class="highlight-skill">Problem-solving</span> skills, including organizing information and identifying solutions</span></li><li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Comfort using <span class="highlight-skill">digital tools</span> and systems, including AI-based tools like Copilot and ChatGPT</span></li><li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span class="highlight-requirement">High school diploma / GED / equivalent</span></span></li></ul>
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Preferred Qualifications


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<ul><li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span class="highlight-nice-to-have">Bachelor's degree in accounting, finance, or a related field</span></span></li><li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span class="highlight-nice-to-have">Experience in a client-facing or consultative role, such as financial advising, insurance, retail sales, or professional services</span></span></li><li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Experience asking questions and recommending solutions based on client needs</span></li><li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span class="highlight-nice-to-have">Ability to work 15–35 hours per week, with availability up to 40 hours during peak periods</span></span></li><li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span class="highlight-nice-to-have">Availability to work evenings and weekends during tax season</span></span></li></ul>
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Why work for us


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<p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">At H&amp;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.</span></p><p> </p><p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">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.</span></p><p> </p><p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><em>¹ Enrollment in or completion of the H&amp;R Block Income Tax Course or <span class="highlight-skill">Tax Knowledge</span> Assessment is neither an offer nor a guarantee of employment.</em></span></p>
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Pay Range Information


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The pay range for this position is listed below. Local minimum wage laws apply. This information is posted pursuant to local requirements to provide applicants with information about what they might be eligible to receive.  Individual pay decisions will depend on job-related factors such as experience, education, skill, performance, and geographic location where work will be performed.  Successful candidates may be able to participate in one or more incentive compensation or short-term incentive plans, which could generate additional earnings in accordance with the terms of each plan. <br/> <br/> <br/>Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage; can participate in the H&amp;R Block Retirement Savings Plan (401(k) Plan), the Employee Assistance Program, (virtual) fitness center programs, and the associate discount program; are automatically enrolled in Business Travel Accident Insurance; and receive Associate Tax Prep benefit.

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45805, Lima, OH, US

Bachelor's degree in accounting, finance, or a related field

Experience in a client-facing or consultative role, such as financial advising, insurance, retail sales, or professional services

Ability to work 15–35 hours per week, with availability up to 40 hours during peak periods

Availability to work evenings and weekends during tax season

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

1 year of experience as an H&R Block Tax Associate, including preparing individual tax returns

Must complete continuing education and meet all IRS and applicable state requirements

High school diploma / GED / equivalent

Tax Preparation

Client Relationship Management

Communication

Problem-Solving

Digital Tools

Tax Knowledge

Teamwork

Senior Tax Associate

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About the Role


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<p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">As a seasonal <strong>Sr Tax Associate</strong> at H&amp;R Block, you’ll build on your first year of tax experience by preparing more complex returns, strengthening client relationships, and growing your expertise. You’ll receive ongoing training, teammate support, and competitive hourly pay and incentive plan.  <em>This role is in-person at a local H&amp;R Block tax office.</em></span></p><ul><li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Meet with returning and new clients to gather information, understand their tax situation, and prepare complete, accurate returns</span></li><li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Apply the <span class="highlight-skill">tax knowledge</span> and client service skills you built in your first season to handle a broader range of client needs with greater independence</span></li><li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Explain tax information clearly, answer client questions, and provide recommendations in a way clients can easily understand</span></li><li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Identify tax savings opportunities and recommend relevant H&amp;R Block products and services</span></li><li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Use <span class="highlight-skill">problem-solving</span> skills to analyze client information and address unique situations, leveraging available resources and guidance when needed</span></li><li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Build lasting client relationships and contribute to office priorities through <span class="highlight-skill">teamwork</span>, collaboration, and a client-first approach</span></li></ul>
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Required Qualifications


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<ul><li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Successful completion of the H&amp;R Block Income Tax Course or <span class="highlight-skill">Tax Knowledge</span> Assessment¹</span></li><li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">1 year of experience as an H&amp;R Block Tax Associate, including preparing individual tax returns</span></li><li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span class="highlight-requirement">Must complete continuing education and meet all IRS and applicable state requirements</span></span></li><li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Strong <span class="highlight-skill">communication</span> skills, including explaining tax information clearly and asking questions to understand client needs</span></li><li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span class="highlight-skill">Problem-solving</span> skills, including organizing information and identifying solutions</span></li><li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Comfort using <span class="highlight-skill">digital tools</span> and systems, including AI-based tools like Copilot and ChatGPT</span></li><li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span class="highlight-requirement">High school diploma / GED / equivalent</span></span></li></ul>
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Preferred Qualifications


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<ul><li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span class="highlight-nice-to-have">Bachelor's degree in accounting, finance, or a related field</span></span></li><li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span class="highlight-nice-to-have">Experience in a client-facing or consultative role, such as financial advising, insurance, retail sales, or professional services</span></span></li><li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Experience asking questions and recommending solutions based on client needs</span></li><li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span class="highlight-nice-to-have">Ability to work 15–35 hours per week, with availability up to 40 hours during peak periods</span></span></li><li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span class="highlight-nice-to-have">Availability to work evenings and weekends during tax season</span></span></li></ul>
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Why work for us


</h2>
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<p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">At H&amp;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.</span></p><p> </p><p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">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.</span></p><p> </p><p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><em>¹ Enrollment in or completion of the H&amp;R Block Income Tax Course or <span class="highlight-skill">Tax Knowledge</span> Assessment is neither an offer nor a guarantee of employment.</em></span></p>
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45804, Lima, OH, US

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