Tax Associate
Company : H&R Block
Location : Rancho Santa Margarita, CA
Posted Date : 4 November 2025
Job Details
Our Company
At H&R Block, we believe in the power of people helping people. Our defining purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a high‑performing, connected culture, where everyone feels like they belong.
We strive to continuously improve our business and have committed to a long‑term strategy and transformation plan known as Block Next. This multi‑year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we work, how we serve, and how we lead in our industry.
At H&R Block, we’re 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.
A Typical Day
Joining H&R Block as a Tax Associate means you will have the support of an expert team dedicated to providing you with the tax training you need to be successful. You will also have the freedom, flexibility, and extra earnings you will need to embrace what makes your life uniquely yours.
- 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
It would be even better if you also had…
- 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 throughout tax season and up to 40 hours during peak weeks
What you'll bring to the team
- Successful completion of the H&R Block Tax Knowledge Assessment or Income Tax Course
- Experience working in a fast‑paced environment
- Comfort working with virtual tools—video, phone, and chat
- Ability to effectively communicate in person, via phone, and in writing
- Must meet all other IRS and applicable state requirements
- High school diploma / equivalent or higher
Why work for us
- Employee Assistance Program with Health Advocate
- Wellbeing program, BetterYou, to help you build healthy habits
- Neurodiversity and caregiver support available to you and your family
- Various discounts on everyday items and services
- Benefits with additional eligibility requirements: Medical Coverage, 401k Retirement Savings Plan, and Employee Stock Purchase Plan
- Click here to checkout all available benefits
The Community You Will Join
At H&R Block, we remain committed to building a connected culture—one in which trust, care, and connections are how we work together as we continue to create an environment where everyone feels safe to bring their authentic self to work every day and feels like they belong as part of a larger team.
You will be immersed in an exceptional work environment that is recognized worldwide on Best Companies lists. You will also be surrounded by colleagues who are committed to helping each other grow and support each other.
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.
Pay Range
$11.00 – $27.00/hr.
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