Individual & Small Business Tax Preparer

H&R Block is seeking a Tax Associate to deliver accurate, compliant, and client-focused tax preparation services. In this role, you will prepare individual and small-business tax returns, review financial documents, and clearly explain tax results and options to clients. You'll use H&R Block's professional tools, follow IRS and state regulations, and help identify tax-saving opportunities. Working in a seasonal yet potentially full-time capacity, you'll collaborate with a supportive office team, receive comprehensive training, and build your expertise in tax, compliance, and client service while making a direct impact on clients' financial decisions.

Responsibilities

• Prepare individual and small business federal and state tax returns with accuracy and compliance to current tax laws

• Conduct client interviews to gather financial information and identify tax-saving opportunities and credits

• Review source documents such as W 2s, 1099s, receipts, and prior-year returns for completeness

• Explain tax outcomes, refunds, and balances due to clients in clear, client-friendly language

• Maintain detailed and secure digital records in H&R Block systems and protect client confidentiality

• Research basic to intermediate tax issues using company tools and IRS/state resources

• Provide proactive tax planning suggestions and recommend appropriate H&R Block products and services

• Collaborate with office team members to manage peak-season workflow and client scheduling

• Participate in initial and ongoing H&R Block tax training and certification programs

• Ensure adherence to ethical standards, quality controls, and all IRS and state regulations Required Skills

• Individual income tax preparation (Form 1040 and schedules)

• Small business and self employment tax knowledge (Schedule C, 1099s)

• Tax preparation software proficiency (e.g., H&R Block systems or similar)

• Basic accounting and bookkeeping principles

• IRS and state tax regulations and filing procedures

• Client interviewing and needs assessment

• Document review and data entry accuracy

• Tax research using online tools and official guidance

• Written and verbal communication with clients

• Time management during peak tax season