Individual Tax Preparer

H&R Block is seeking a Tax Associate to deliver accurate, client-focused tax preparation services for individuals and small businesses. In this role, you will interview clients, analyze financial documents, and prepare federal and state returns using H&R Block's tax software and tools. You'll interpret current tax laws, identify deductions and credits, and explain tax outcomes clearly to clients while maintaining strict confidentiality and compliance. Working in a collaborative, seasonal team environment, you'll receive extensive training, access to career development, and the opportunity to make a direct impact by helping clients navigate complex tax and financial decisions.

Responsibilities

• Prepare accurate individual and small business federal and state tax returns using H&R Block systems

• Conduct detailed client interviews to gather financial data and identify deductions and credits

• Review source documents, reconcile income and expense records, and resolve basic tax issues

• Ensure compliance with current IRS regulations and firm policies while maintaining documentation

• Educate clients on tax implications, payment options, and potential planning opportunities

• Maintain confidentiality and a high level of integrity in all client interactions

• Collaborate with office team to manage seasonal workflows and meet service and accuracy goals

• Participate in training and continuing education to stay current with changing tax laws Required Skills

• Individual income tax preparation

• Small business tax preparation

• Tax law and IRS regulations

• Tax research

• Tax preparation software

• Data entry and documentation

• Client interviewing

• Financial statement review

• Compliance and quality control

• Written and verbal communication