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